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Take Our 2018 Client Survey

Take Our 2018 Client Survey

January 03, 2019

Here at 1on1financial, we believe that your success is our success and have made it a priority to build lasting, meaningful relationships based on trust, integrity, and superior service. Your satisfaction is our primary concern. In order to continue meeting your needs and improving our service, we’d like to know more about your experience.

Please provide us with your honest feedback by answering these questions.

About Philip

Philip A. Board MSFS, CFS, is a retirement planning specialist and the founder of 1on1financial, an independent comprehensive investment firm serving individuals and businesses throughout the United States. He is also the owner and CEO of Medi-cal Benefits.