Phillips Financial Management
Financial Services, 6920 Pointe Inverness Way, Fort Wayne, Indiana, 46804, United States, 11-50 Employees
Phone Number: +12*********
Who is PHILLIPS FINANCIAL MANAGEMENT
With over 50 years of experience serving clients in Northeast Indiana, Phillips Financial has grown from a small, family-owned financial services practice to an independent wealth managem...
Read More
-
Headquarters: 6920 Pointe Inverness Way, Fort Wayne, Indiana, 46804, United States
-
Date Founded: 1949
-
Employees: 11-50
-
Revenue: $10 Million to $25 Million
-
Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
|
NAICS Code: 523930 |
Show More
Does something look wrong? Fix it. | View contact records from PHILLIPS FINANCIAL MANAGEMENT
Phillips Financial Management Org Chart and Mapping
Email
Phone
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding Phillips Financial Management
Answer: Phillips Financial Management's headquarters are located at 6920 Pointe Inverness Way, Fort Wayne, Indiana, 46804, United States
Answer: Phillips Financial Management's phone number is +12*********
Answer: Phillips Financial Management's official website is https://1phillips.com
Answer: Phillips Financial Management's revenue is $10 Million to $25 Million
Answer: Phillips Financial Management's SIC: 6282
Answer: Phillips Financial Management's NAICS: 523930
Answer: Phillips Financial Management has 11-50 employees
Answer: Phillips Financial Management is in Financial Services
Answer: Phillips Financial Management contact info: Phone number: +12********* Website: https://1phillips.com
Answer: With over 50 years of experience serving clients in Northeast Indiana, Phillips Financial has grown from a small, family-owned financial services practice to an independent wealth management firm with over 14 associates and 5 managing partners. How did we come so far? It began with our late founder, Richard Phillips, Sr., who attributed his success to hard work, a steady focus on his clients needs, and providing exceptional service to every customer every day. He instilled this work ethic in his son, Richard Phillips, Jr., who worked by his side for many years. Rick now leads the organization. While many father-son ventures fizzle with the next generation, Rick has taken the firm to the next level, providing highly sophisticated, integrated wealth management services to high net worth clients across the United States. Our team approach and dedication to providing leading-edge strategies for total wealth management and employee benefits planning has enabled the firm to provide services to 55 employer-sponsored retirement plans and just over 500 individual, family and foundation relationships (as of July 26, 2017). With this growth, establishing a foundation for the continuity of the firm into the future is a major focus. This is being accomplished through the careful selection and development of associates, as well as through the establishment of sound business processes and technological enhancements. Phillips Financial Management, LLC, DBA Phillips Financial, an SEC Registered Investment Adviser
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month