Phillips Financial
Financial Services • 
Lodi, California, United States • 11-20 Employees
Company overview
| Headquarters | 1920 Tienda Drive, Suite 202, Lodi, California 95242, US |
| Phone number | +12093670868 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Disability Insurance, Advisory Services, Retirement Planning, Life Insurance, Financial Planning, Estate Planning, Legacy Planning, Donor Advised Funds, Retirement Transitioning, Strategic Asset Management, Investment Fiduciary, Cash Flow Strategies, Long Term Care Planning And Insurance, Special Needs Investment Planning, Tax Sensitive Investing |
| Founded | 1988 |
| Employees | 11-20 |
| Socials |
Key Contact at Phillips Financial
Christina Phillips
Agency Owner
Phillips Financial Email Formats
Phillips Financial uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@lpl.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@lpl.com | 100% |
About Phillips Financial
Since 1990, our experienced professionals have helped families seek to build wealth today and protect their legacies for tomorrow. Whether you want to get a head start on estate planning, save for retirement or become independently wealthy before 65, we are committed to helping you pursue your goals. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Phillips Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Phillips Financial revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Phillips Financial has 4 employees across 1 departments.
Departments
Number of employees
Funding Data
Phillips Financial has never raised funding before.
Phillips Financial Tech Stack
Discover the technologies and tools that power Phillips Financial's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Maps
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Analytics
Video players
Canada
Netherlands
United Kingdom
Japan
United Arab EmiratesFrequently asked questions
4.8
40,000 users
