PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist

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 maintaining a close relationship with our clients and doing everything in our power to give you the tools you need to navigate life’s ever-changing twists and turns.