Mr Phillip Karl Swenson CFP
Millar Financial Group
39560 Stevenson PL Ste 111, Fremont, CA
90% Trust Score
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Compensation
None Provided
Min. Assets
None Provided
Languages
French, English
License
Not Validated
Areas of Expertise
Asset Allocation, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Special Needs Planning
Client reviews 1 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor