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PHILLIPS FINANCIAL

  • Phone: (209) 367-0868
  • Email: phillipsfinancial@lpl.com
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PHILLIPS FINANCIAL

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OUR COMMITMENT

As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

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OUR PRINCIPLE

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions please Contact Us.

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About Phillips Financial

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Phillips Financial was founded 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.


Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you pursue your dreams. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach.


Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make educated decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (209) 367-0868.

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  • 1920 Tienda Drive, Suite 202
    Lodi, California
    95242 United States

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  • Phone: (209) 367-0868
  • Toll Free: (855) 367-0868
  • Fax: (209) 367-0811
  • Email: phillipsfinancial@lpl.com
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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AR, AZ, CA, CO, FL, ID, KS, KY, LA, MI, MO, MT, NC, NE, NJ, NV, OR, TN, TX, UT, VA, WA, WY
Fee-based investment advisory services available only to residents of: CA, LA, TX.
Phillips Financial is licensed to sell insurance products in the states of: AK, AZ, CA, FL, ID, OR, TX, WA.

 

 

 

 

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