Phillip Silverstein, AXA Advisors Financial Professional

at 701 B St, Ste 1500, San Diego, 92101 United States

Phillip Silverstein offers securities through AXA Advisors, LLC (NY, NY 212-554-1234), member FINRA, SIPC. Please see notes tab for full disclosure.


Phillip Silverstein, AXA Advisors Financial Professional
701 B St, Ste 1500
San Diego , CA 92101
United States

Description

I began my career at AXA Advisors when I moved back to San Diego after coaching and playing American football in Milan, Italy. I wanted to help people on a bigger scale and AXA Advisors gave me the opportunity to do that. The value I bring to my clients is being of service to them for their financial planning needs. The importance of developing long term relationships with clients and properly addressing their financial needs is emphasized greatly in the service I provide. In doing so, I help my clients to develop sound financial planning strategies for the future. I focus on helping individuals and families address their needs for life insurance, long term care insurance, disability income insurance, as well as strategies for retirement and estate planning. An addition I help business owners with 401k distribution planning and executive/employee benefit strategies. I also focus on retirement planning for teachers and administrators in the k-12 public education field as well as nonprofit organizations. Besides working at AXA Advisors, I enjoy traveling, hiking, eating good food, and meeting new people. Please allow me the opportunity to serve you in any way possible. Feel free to contact me with any of your needs. I look forward to speaking with you. CA Insurance License #0I70814 SC Insurance License #722484

Company Rating

183 FB users likes Phillip Silverstein, AXA Advisors Financial Professional, set it to 29 position in Likes Rating for San Diego, California in Bank/financial services category

I'm In South Carolina for the week! Let me know if there's any way I can help you!

Published on 2014-07-07 16:37:29 GMT

Feels great to be back in SC! Let me know if I can help you in any way.

Published on 2014-10-22 13:32:45 GMT

Compliance Disclosure