Our Qualifications

Philip R. Spitzer, CLU, ChFC has been in the financial industry for 45 years working with clients to solve financial problems and develop unique solutions on a case by case basis. If you'd like to learn more about Phil's experience, please take a look at his resume. It can be found here

You may be wondering about the "CLU" and "ChFC" designations that follow Phil's name. 

A chartered life underwiter (CLU) is a professional designation for individuals who wish to specialize in life insurance and estate planning. Want to know more? Click here

A Chartered Financial Consultant (ChFC) is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations and practical experience. Chartered Financial Consultant designations are granted by the American College.Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice. Want to know more? Click here

In short, we can handle just about all of your financial needs. In the rare event that we cannot personally answer your questions, we can provide you with a trusted reference. 

We look forward to speaking with you.