Financial Advisor – Income & Rate Specialist
Phyllis Polo helps clients on the path of turning dreams into reality. With more than 25 years of experience working in the banking and investment industry, Phyllis has the knowledge and resources to help a wide variety of clients work towards their financial goals. Other advisors often ask Phyllis what her “secret” is for working so well with clients; she says: “Ask a few good questions and then stop taking and listen, listen, listen.” Phyllis is Spectrum Financial’s “Income and Rate” specialist, she brings the expertise in conservative strategies to provide clients with “safe money” / “just in case money” alternatives. Phyllis is dedicated to the client’s ultimate success; one of her favorite quotes says it best: “We rise by lifting others”.