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PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist

  • Investment Service
  • Lodi, CA
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About this business

FinanceFinancial ServicesInvestingInvestment Service

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

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
5.06 reviews
Paul Kuzmich's profile image
Paul Kuzmich 
10 months ago

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

Ross Kilpatrick's profile image
Ross Kilpatrick 
10 months 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. 

Vic Vinegar's profile image
Vic Vinegar 
a year 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

Nick Meyers's profile image
Nick Meyers 
10 months 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. 

Frederick Heberle's profile image
Frederick Heberle 
10 months ago

Chris, David, Heather and all of the wonderful assistants have taken the financial stress away from my wife and I. Everyone in the office is so very kind and extremely professional concerning all aspects of our financial and insurance needs. I am so relieved that I can call anytime to discuss any question or to seek advise for any topic from social security to retirement savings programs. They have saved me much time, money and stress over many years. Thank you Phillips Financial. Fred and Judy Heberle Memphis,Tn 

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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 5 star rating with 6 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.