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Philip A. Nunez Jr: Financial Services

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Responds within a day


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About
We focus on help educate families on How Money Works so they can become financially independent in the future. Since 1977 we serve families in the community helping them feel confident they can save enough money to send their children to college, we help them feel more secure going into their retirement & feel like their families will be supported financially if there's an unexpected passing. Also with the wealth transfer that's happening in our country we assist on how to responsibly manage those assets. With our help we're able to give families a sound mind and better sense of security going forward into their future knowing that they're doing all the right things financially to put themselves into the best position possible. We're looking forward to serve families in any way possible. Federally Licensed In Investments CRD: 7557810 State Life Insurance License NPN: 4146709
Overview

Serves Concord, CA

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10 employees

4 years in business

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I travel to my customers

I work remotely (phone or internet)

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

5.0

3 reviews

5

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Tiffany E.

Jul 31, 2025

My husband and I had a session with Philip, and our experience was phenomenal. He was easy to talk to and broke down valuable information about life insurance that had never really been explained to us before. I appreciated the relatable life scenarios he shared, which helped us see that this is truly a necessity for our family. He’s easy to work with, answered all of our questions, and genuinely cares about his clients. He listens attentively and truly wants what’s best for them in the long run.
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Florence N.

Jul 23, 2025

He is a good person to work with
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Angelique N.

Jul 23, 2025

Reliable and very informative
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Philip Nunez Jr

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