Phil Wasserman
Leading expert on annuities & retirement planning. in Sarasota, Florida
Phillip Wasserman has been recognized as one of the leading experts on annuities and tax free wealth transfer strategies. He has a B.A. degree in Economics from Kalamazoo College and a law degree from Stetson University College of Law. Phillip Wasserman has lectured and taught thousands of agents and brokers powerful strategies to help their clients. Phil has also hosted a state wide radio show and written for various publications. Phil is an avid lover of animals and is involved in many dog rescue causes. He is also a major supporter of children charities, especially Big Brothers Big Sisters
Today, Phillip Wasserman is a financial and retirement planning consultant that has helped thousands of retirees plan for their future. He knows how to achieve financial security for retirees and continues to be a leader in the industry.
Phillip Wasserman’s passion and determination to help retirees choose the right retirement plan and annuities has paved a strong foundation for his successes in finance. Phillip Wasserman has been the President of American Tax & Annuity Advisors for over six years, and former President of Phillip Roy Financial Services for more than twenty-five years. His extensive experience and commitment to work has enabled him to build exceptional client relationships doing we he loves best.
When not working in the finance and retirement sectors, Phillip Wasserman is an avid philanthropist. His love for canines prompted him to found Snowflake’s Dog Rescue in the Sarasota/Bradenton area. Check out his dog rescue website here: http://philwasserman.com/