PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist

Rick Wilmot 

on Google

3 months ago

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. 

Vic Vinegar 

on Google

3 years ago

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

Lusandra Vincent 

on Google

7 months ago

Chris Phillips is a very wise and honest advisor. We are very grateful for his sound financial advice. 

Ross Kilpatrick 

on Google

2 years ago

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. 

Nick Meyers 

on Google

2 years ago

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.