We first had the pleasure of meeting Scott Phillips, a financial consultant at AG Edwards, after watching him on Fox 5 News where he serves as Chief Financial Correspondent. What most impressed us about Scott was his attention to detail and desire to create an investment portfolio which was right for us not just a "Cookie Cutter approach". We have worked with other advisors in the past, but Scott was the first advisor that expressed concern about the allocation of our portfolio versus our retirement timeline. He took the time to transition us from a Growth portfolio to an Income Strategy. Instead of trying to hit the ball out of the park with his ideas, Scott identified ways to maximize our income while at the same time limiting our risk. What impressed us the most was how he showed us the effect that inflation would have on our savings and identified a rate of return that would allow our savings to last forever when coupled with our spending needs. I no longer have to wake up in the middle of the night worried whether or not my retirement savings will be there for my wife...it was all outlined for us and for that we are eternally grateful. Very professional service from a wonderful individual. We would recommend him to anyone! Don & Mindy....
Posted: 4/17/2007 • Last edited: 1/02/2008 • Link to this review
After surviving a slew of "used car salesmen" CFP's, I was referred to Scott Phillips by a very trusted associate. Being sceptical, I decided to test Scott on our first meeting. He not only exceeded all my expectations, but he actually took the time to get to know me and my needs. He listens, and he cares. I can honestly say that Scott puts his clients needs above his own prosperity, which definately separates him from every other financial planner that I have ever dealt with. I didn't even find out that he was a regular financial contributor to Fox Five News until after working with him for several months. Very modest. I would gladly recomend Scott to anyone!!
Posted: 4/10/2007 • Last edited: 1/02/2008 • Link to this review