Reviews for Phillip B. White & Company

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  • Aug 2025

    Zero stars actually. This company lied about cancelling my insurance policy several times. They created new insurance policies on my behalf and had the mail sent to a property I no longer inhabited. Worst service I've ever had.

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From Phillip B. White & Company

At PB White & Co., our primary goal is to provide you with comprehensive, holistic services to help you align your finances with your values and lifestyle goals. We believe the best way to pursue that goal is to engage the CFP® 7 Step Comprehensive Financial Planning Process as it is honest, transparent, comprehensive and, most importantly, effective. As a CFP® professional, each certified member of the PB White & Co. team undergoes extensive ongoing training in critical financial planning areas as well as a rigorous ethics requirement ensuring that we act as a fiduciary.

Hours

Monday: 9AM - 6PM
Tuesday: 9AM - 6PM
Wednesday: 9AM - 6PM
Thursday: 9AM - 6PM
Friday: 9AM - 6PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 1/5

Map & Location

11573 Los Osos Valley Rd Suite D, San Luis Obispo

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