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PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist
- Investment Service
- Lodi, CA
About this business
Phillips Financial was founded in 1988 with the goal of assisting our clients in every aspect of their financial lives. By providing comprehensive personal care we seek to earn a reputation for excellence in our industry. At Phillips Financial, we are committed to a "hands on" approach to your financial guidance. You will find that our team of professionals are not only experienced and knowledgeable, but that they also care deeply about helping you pursue your dreams. We believe that truly being on your side means maintainin... read more
Location details
1920 Tienda Dr Ste 202, Suite 202, Lodi, CA, 95242, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
As you plan for your retirement years, if you want a great team working for you and your hard-earned money, then look no further than Phillips Financial. I highly recommend them.
Chris Phillips is a very wise and honest advisor. We are very grateful for his sound financial advice.
My parents were clients of Phillips financial for approximately 5 years. Chris Phillips was generous with his time and helpful with planning assistance and investment. However, we felt it was time to go with a different financial planner. The move was amicable on our part, and although Chris expressed regret we were parting ways, he wished us well and agreed to close our accounts. However, his son, David Phillips, began contacting my mother, using manipulative language to attempt to convince her to change her mind and st... read more
Phillips Financial of Lodi has been taking care of our investments securely for over 25 years and we have never had any trouble with any of their employees. If any thing, they all go beyond what is asked to help us. The company is so honest and trustworthy that we have recommended many of our friends to their business because they treat everyone who walks in their door like family.
I have been with Chris Phillips since the early 80s and I highly recommend his firm. He has always stay current with adjustments in the market. He is a strong Christian man with impeccable integrity. He has definitely been a key component regarding my financial success.
Frequently asked questions about PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist
How is PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist rated?
PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist has a 4.4 star rating with 7 reviews.
When is PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist open?
PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist is closed now. It will open at 8:00 a.m.