

Philip A. Nunez Jr: Financial Services
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Introduction
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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Work location
I travel to my customers
I work remotely (phone or internet)
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
5.0
2 reviews
5
100%
4
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1
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Angelique N.
6 days ago
Reliable and very informative
Florence N.
6 days ago
He is a good person to work with
Credentials
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Philip Nunez Jr