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PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist
- Investment Service
- Lodi, CA
About this business
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.
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.
I've been with Phillips Financial for nearly twenty years and could not be happier with the results that Chris and his son David have facilitated over the years, especially through the ups and downs of the markets. They have always set a priority on understanding my family's needs, discussing options, and ensuring that what we've decided is implemented in a professional and timely manner. With their guidance, we have weathered several storms, including the great recession of 2008, suffering a lot less pain than we might hav... read more
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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 open now. It will close at 5:00 p.m.