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Reviews, get directions and contact details for Phillips Joe

Address: 9029 Soquel Ave # C, Santa Cruz, CA 95062, USA
Phone: (831) 477-0307
State: California
Zip Code: 95062


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Reviews
We transferred our feeble 401 K to Joe over 9 years ago and have watched it grow or remain stable in the worst of years. Overall excellent growth. These are the most helpful people ever and they go out of their way to make your life easier and more secure. I OWED taxes last year and was able to withdraw funds ( because we are over 59 1/2) and then reinvest into our fund so that no taxes were owed. They have documents delivered, work with our hours...I could go on and on. Mary B.
9 years ago (01-03-2016)
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