What We Do

Phil Messuri, MS, CFP® specializes in personalized financial planning and investment management.  Most important, is that he works hard to develop strong, long-term relationships with his clients.

As part of the development of a new relationship and to foster a feeling of trust and security, and create a level of understanding, he offers a no-cost, initial, no obligation consultation that allows us a chance to get to know each other. In this meeting it is our objective to begin to understand the things that are important to you and for you to understand how we operate, to learn what you can expect from us: this in order to help you make one of the more important decisions you will make in your financial lives, the choice of your financial advisor.

Phil is an independent Certified Financial Planner® Professional and Investment Adviser Representive, associated with Financial Network Investment Corporation (FNIC), a Cetera Company. Since every registered representative must have a broker-dealer (BD), he chose to work with a BD that is independent. There is no pressure to sell any specific product. Phil considers the needs of each individual client and research products made available from all companies when making important investment decisions for his clients.