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We use Altruist to make tracking your financial accounts easier than ever.
OUR CLIENTS COME FIRST
Every decision we make is based on how it will impact and improve the lives and livelihoods of our clients.
We’re obsessed with providing our clients with the best possible experience, and the Altruist platform enhances our ability to accomplish this goal.
Phibbs Financial is a completely independent firm. We are not owned or associated with any bank, insurance company, or any other financial entity. We work for our clients — not for a Board of Directors of shareholders.
This provides us the luxury of strategically partnering with any custodian available. We decided to work with Altruist because of its modern technology, which allows us to open accounts and streamline client onboarding in less than 60 seconds.