Phillips Financial LLC - Irwin (PA)

Kelly Patterson Lisa is very friendly and very informative. Recommend every time!

Joe Cable Wendy was awesome! Kind and courteous. Extremely helpful and quick. And a side note,. While I was there, I noticed some folks complaining while there for service. Make sure you have everything you need before you get there. If you don’t while you’re there, don’t blame the staff there and leave angry. I called them before I went there to make sure I had everything I would need. And patience is a plus. Thanks again Wendy!

DB Kase Trent helped me develop a financial plan for my mom when she went into assisted living. We had no idea how to handle her money best and Trent spent time with us and my mom and explain our options. Without his help we would have been lost. He is kind, patient and very helpful.

Matthew Knouse Weve been working with Matthew and his team, especially Nathan, for years and are very happy with our experience. We are at ease with our financial future and retirement.

Debra Kortvely I have been dealing with Kevin and his staff for several years. The staff and Kevin are always there to help answer any questions and offer assistance. I was glad I chose to use his services and it provided me a early retirement. Kevin and his staff are top notch people and I feel very comfortable with his financial advise to help me enjoy life.

Amanda A Working with Guardian Planners has been a truly refreshing experience. Their focus on Tactical Asset Management sets them apart in a field often dominated by automated, passive approaches. What I appreciate most is their hands-on approach to portfolio management, which prioritizes not just chasing gains, but actively avoiding major losses. This strategy gives clients a sense of security, knowing their investments are constantly being adjusted based on real-time market conditions. Charles W. Johnson and his team are highly professional, transparent, and always eager to provide clear, actionable insights. If youre looking for a financial advisor that values both growth and protection, Guardian Planners is a standout choice.

Kathleen GladdenKnouse Friendly, helpful agents