Broker Check
Take Our 2019 Client Survey

Take Our 2019 Client Survey

January 08, 2020

Everything we do at 1 on 1 Financial is for you, our clients. From our services to our hours to our communication, we strive to serve you best and address your financial needs. Your satisfaction is our primary concern, so we want to hear from you so we can continue to meet your needs and improve our service. 

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.