PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist

1920 Tienda Drive Suite 202
Lodi, CA, US, 95242
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About

Our company is based on the principle that education and understanding of your current financial situation is vital to making educated tax sensitive investment and retirement decisions. 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. Securities and advisory services offered through LPL Financial a registered investment adviser 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 OH OR TN TX UT VA WA WY Fee-based investment advisory services available only to residents of: CA TX. Phillips Financial is licensed to sell insurance products in the states of: AK AZ CA FL ID OR TX WA.

Person Details

 (Owner)
 
Business Type : Service Provider
Entity : Not Classified

Working Hours

Monday
08:00AM - 05:00PM
Tuesday
08:00AM - 05:00PM
Wednesday
08:00AM - 05:00PM
Thursday
08:00AM - 05:00PM
Friday
08:00AM - 05:00PM
Saturday
Close
Sunday
Close
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Contact
Phone No : 2093670868
Website : http://www.lodifinancial.com/
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