Phillips & Co
Phillips & Co is a Portland, OR-based investment advisory firm offering a range of services, including wealth management, 401k investing, family office solutions, and endowments. The firm emphasizes the importance of personalized financial wellness, ensuring each client receives tailored advice suited to their individual needs.
With a robust business continuity plan, Phillips & Co is committed to safeguarding clients' assets and maintaining operations during significant disruptions. The firm collaborates with Pershing LLC for trade execution and data backup, allowing for quick recovery and continued service in the event of emergencies.
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