Prudential Advisors - Phillip Vertin, CFP | Financial Advisor Los Angeles -

Prudential Advisors - Phillip Vertin, CFP is a highly useful financial advisor based in Los Angeles. With a focus on providing expert financial planning, this establishment is well-equipped to help clients achieve their financial goals. Phillip Vertin, a Certified Financial Planner, leads the team with dedication and professionalism.

Located at 11111 Santa Monica Blvd #1750, Prudential Advisors - Phillip Vertin, CFP is easily accessible for clients in the Los Angeles area. The office can be reached by phone at 3107442027. To learn more about the services offered, visit the website at prudential.com.

Prudential Advisors - Phillip Vertin, CFP specializes in a range of financial services, including financial planning, financial consulting, and financial advisory services. As an insurance agency and stock broker, this establishment is well-versed in a variety of financial areas. With a focus on serving the needs of each individual client, Prudential Advisors - Phillip Vertin, CFP is dedicated to providing personalized financial solutions.

One of the key features of Prudential Advisors - Phillip Vertin, CFP is the availability of online appointments. This makes it easy for clients to schedule consultations at their convenience. Additionally, language assistance is available, ensuring that all clients can communicate effectively with the team. Appointments are recommended, as this allows the team to provide the best possible service and tailor financial solutions to each client's unique needs.

With 7 reviews on Google My Business, Prudential Advisors - Phillip Vertin, CFP has received high praise from clients. The average opinion is 5/5, reflecting the team's commitment to excellence and dedication to client satisfaction.

Reviews of Prudential Advisors - Phillip Vertin, CFP | Financial Advisor Los Angeles

Leslie Grodin

5/5

I started working with Phil a year ago and I’m so glad I did! I had an advisor before but wasn’t receiving much attention or assistance with my investments. When I first met with Phil I stated I wanted to maintain similar investments but receive more guidance and ongoing financial advice. He built a similar portfolio to match what I asked and provides me with regular updates on my accounts and what is going on in the market. He has also been extremely helpful in providing the guidance I asked for on how to manage money in my 401k and other bank accounts. He keeps in touch, is always easy to reach but most importantly, he listens to what I want. I am so glad I started working with Phil and highly recommend him!

Gilian Neiditch

5/5

My experience with Phil has been solid. He’s super responsive, I can always get ahold of him. He’s made me money. Ahead of the market. We’ve been very successful financially. He’s extremely nice. Whenever I text him an article or video he already knows about it. He’s an amazing investor and I highly recommend him. He’s got instinct. He created a financial plan for my retirement that has proved sound in this chaotic financial climate. I’m extremely happy.

Rick Richardson

5/5

I am incredibly pleased to share my thoughts on Phillip Vertin’s integrity, character, and professionalism. I have had the fortune and pleasure of Phillip Vertin being my financial advisor for about four years.
I have witnessed and experienced firsthand how smart, talented, and responsible Phil is when overseeing my financial needs, 401K guidance and preparing me for retirement. Phil has always displayed a high degree of truthfulness, responsibility, and ambition; explaining in detail what is happening and the potential effects my choices will have on my future financial stability.
Phillip has excellent communication skills. Furthermore, he has a great ability to interact effectively and efficiently on my behalf with both Prudential and my company when addressing my financial transactions.
I highly recommend Phil as a financial advisor. As one prepares for retirement, moving money around can be an extremely stressful process. Phil provides me the direction and confidence to get the job done.

Majin vegeta

5/5

Phil has been my financial advisor for the past six years and I would highly recommend him to everyone. He has always listened to and focused on my needs and priorities to ensure my financial plans align with my goals. He always gets back to me quickly and is willing to answer my financial questions or direct me to the right resources, even when it's not related to the accounts I have with him. I can always rely on Phil for helpful advice and guidance!

Anne Davidson

5/5

Ten out of five stars! I’ve been Phillip’s client for more than six years now and highly recommend him as a financial planner. His comprehensive financial planning and advice have drastically transformed my outlook and confidence in my financial future. Plus, his offering is not a one-and-done deal – he continuously evaluates my finances and consults with me on a regular basis. Forever performing above and beyond my expectations, Phillip is a truly committed professional who is always looking out for my best interests. On top of that, he’s just a great human being. You’ll greatly benefit from Phillip’s financial expertise and commitment so don’t walk, RUN to secure him as your financial planner.

Charles Nixt

5/5

Phil has been a fantastic resource when it comes to mine and my wife’s financial planning and I’d definitely recommend him to anyone looking for an advisor. He is always quick to get back to us with answers to our financial questions. I like to do a lot of my own planning and Phil has been very helpful in providing guidance while allowing me to be in control and go at my own pace. If you have financial questions or need help putting together a plan for your insurance, investments or retirement, Phil will definitely take care of you!

Eric Orndorf

5/5

I’ve been working with Phil for a few years now to grow and advise on my retirement investments. From figuring out my 401k to creating a Roth IRA and buying/selling stocks in my own personal account, Phil has helped me get ahead on my retirement savings and learn a lot about how the market and investing works!