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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Phillip Natale, RICP®

Retirement Income Certified Retirement Professional®

(330) 299-1251

Phillip Natale has worked in the financial industry since 2005. He started his career as a junior partner at Morgan Stanley, where he achieved his registrations and developed his understanding of the various financial investment markets. Soon after, Phillip decided to advance his career by joining Equitable Advisors, where he repeatedly saw his clients' need for a more holistic and comprehensive approach to retirement planning beyond simple investment. Through further education and training, Phillip joined the Retirement Benefits Group and obtained the Retirement Income Certified Retirement Professional® designation where he now focuses on working with state, county, and local municipal employers and their employees.

Teaming up for you, Phillip Natale has built a team of comprehensive retirement professionals to even better serve clients' growing need for Comprehensive Retirement Planning. The team focus is to provide 457 deferred compensation to government, county, city and local public employees and to help them understand financial planning, wealth management, investment allocation, life insurance, retirement strategies, long term care and estate planning strategies. By forming this team, we understand the financial needs of governmental employees and their families.

Phillip Natale and his team are dedicated to helping you make sure that you and your families are protected and that your investment strategies are putting you on track toward achieving your financial goals. Phillip's superb financial experience regarding proper education, investments, retirement, and life insurance planning, as well as his excellent, personalized client service, can help you ensure that your individual retirement plan will meet you and your family's needs.