Meet our Advisor:

Phil Held, LACP

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pheld@financialguide.com | 716.843.3181

my story

Bio coming soon!

You should know

fun facts

Dream job

NHL player

Drink of choice

Spot Coffee

Can't live without

Pearl Jam

Favorite book

Unbreakable by Thom Shea

book a class with phil
Phil Held, LACP

Creating A Budget

WEDNESDAY / OCT 23

@ Tony Walker Plaza | 6:00PM - 7:30PM

Phil
BOOK CLASS