Phil Eubank
Principal at Pe Financial Group
Based in Sausalito, United States
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Seniority
Director
Department
Education
Location
Sausalito
Industry
—
Company size
1 to 10
Contact information
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p•••••••@pefinancialgroup.com
Phone
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Background
About Phil Eubank
Pursuing Excellence-Exceeding Expectations-Delivering Results Phil Eubank of PE Financial Group is an independent, fee based financial advisor dedicated to providing comprehensive, solutions-oriented wealth advisory services to help clients realize their important life goals:* A secure retirement * Investing for special needs & objectives * Leaving a legacy to loved ones * Education of children/grandchildren * Providing for one's favorite charities * Minimizing taxes/protecting assets Phil and his team of associates treat clients with the personal attention they deserve and are always mindful of their individual needs, goals and objectives."I believe that clients are best served in a relationship that fosters mutual trust and respect, open, honest communications, transparency and lifelong learning." Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax Insurance Agency℠ Please visit for more information. Empowering people to strive for success, make informed decisions and reach their financial goals.
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