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Professional

Philip Underwood is an experienced Financial Representative who focuses on providing wealth building and preservation for successful Entrepreneurs, Business Owners and Professionals.

With his passion and experience, Phil helps his clients identify meaningful goals and helps them achieve the financial needs of their families and corporations. Phil prides himself on providing personalized service and innovative solutions to each client's specific financial needs. Working directly with individuals or the owners and managers responsible for the success of their companies, Phil has gained tremendous insight while developing personalized strategies for each situation. Phil's goal is to enhance each client's net-worth, while helping to protect and preserve their valuable and hard earned assets.

Phil has built an extensive network of top-notch professionals in specific fields including: Medicine and Veterinary, Construction, Engineering, Law, Banking & Finance and Real Estate.  Because of his background, Phil has a great interest in the estate preservation and planning for Horse Racing and Training Stables, Thoroughbred and Standardbred Breeding Farms and more... within these areas he seeks to assist clients in any way possible.

Associations and Memberships

Member:

National Association of Insurance and Financial Advisors- NAIFA
Saratoga County Chamber of Commerce

Years of Experience

I have been a Financial Representative since 2003.

Education

Degree Major Institution
MBA Entrepreneurship The Lally School at Rensselaer
Bachelor of Science Mechanical Engineering Rensselaer Polytechnic Institute