5 /5 Matt Weaver: Full disclosure: My company gets health insurance through Philip Financial Group.
My experience with Philip Financial has always been extraordinarily great. Any time Ive had an issue or question they have responded within a day, and have even called the insurance company (they are a broker) to handle a few issues for me.
On top of that, Ive recently engaged them for personal financial help/advice. Because my health policy is with them, I was not charged for the financial advice. The gentleman I worked with, Dwight, was very professional and helped turn several financial worries into very achievable goals.
I cant speak for their work as far as their money services go, as Ive not worked with them in that realm.