PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist - Lodi, California

Address: 1920 Tienda Dr Ste 202, Lodi, CA 95242, United States.
Phone: 2093670868.
Website: lodifinancial.com
Specialties: Financial Advisor, Financial planner, Insurance company, Investment service, Life Insurance Agency, Notary public.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 4.4/5.

📌 Location of PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist

☎️2093670868

⏰ Open Hours of PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

When searching for comprehensive financial guidance and services in the Lodi area, Phillips Financial stands out as a reliable and specialized choice. Located at 1920 Tioga Dr Ste 202, Lodi, CA 95242, United States, this firm offers a suite of services tailored to meet the diverse financial needs of its clients. With a contact number of 209-367-0868, clients can easily reach out for assistance.

Phillips Financial is renowned for its expertise as a Financial Advisor, Financial Planner, and Life Insurance Agent. They also offer services through an Insurance Company and provide Investment Services. For those needing legal document signing services, they are a certified Notary Public. This multifaceted approach ensures that clients receive holistic financial planning and management.

One of the key points of interest is their commitment to accessibility and convenience. They offer online appointments for those who prefer the flexibility of scheduling meetings from home, as well as on-site services for those who prefer in-person consultations. Phillips Financial has made significant efforts to ensure accessibility, providing a wheelchair-accessible car park, entrance, and toilet. This thoughtful inclusion makes their services welcoming to everyone.

Clients have left valuable feedback, with the company boasting 7 reviews on Google My Business, resulting in an impressive average opinion rating of 4.4/5. This high rating reflects the quality of service and client satisfaction that Phillips Financial consistently delivers.

For someone looking to secure their financial future, Phillips Financial presents itself as a highly recommended partner. Their range of services from financial advising to insurance and investment planning, combined with their accessibility features, positions them uniquely in the market. It's important to note that while online appointments are available, the recommendation is to schedule an appointment, either online or in person, to fully benefit from their comprehensive services.

👍 Reviews of PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist

PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist - Lodi, California

Vic V.

1/5

My parents were clients of Phillips financial for approximately 5 years. Chris Phillips was generous with his time and helpful with planning assistance and investment. However, we felt it was time to go with a different financial planner. The move was amicable on our part, and although Chris expressed regret we were parting ways, he wished us well and agreed to close our accounts.

However, his son, David Phillips, began contacting my mother, using manipulative language to attempt to convince her to change her mind and stay with Phillips Financial. He said her actions were "wrong", "not reasonable", and that we should "Show his father respect". When I confronted David about this, he began sending emotional rants, calling my mother's actions "unethical", and telling me that my actions would have "very serious consequences", and that I was "an insolent young man". Finally David Phillips requested that I meet up with him in person somewhere other than his office to "see how I conducted myself in person; just you and me." Not sure what he meant by that, but to me felt like a threat of physical violence, and it is definitely not the way I would expect someone to act who wanted my business.

It is my opinion that David Phillips is not able to conduct himself in a professional manner, and I felt compelled to write this review and hope that no one else suffers from his manipulative tactics. It is my opinion that he can be pleasant and professional at times, but when challenged or told something that he doesn't like, he cannot control his tongue. It is my opinion that someone who manages people's financial plans should be above reproach at all times, but especially when conducting business with people's life savings.

Paul K.

5/5

I've been with Phillips Financial for nearly twenty years and could not be happier with the results that Chris and his son David have facilitated over the years, especially through the ups and downs of the markets. They have always set a priority on understanding my family's needs, discussing options, and ensuring that what we've decided is implemented in a professional and timely manner.

With their guidance, we have weathered several storms, including the great recession of 2008, suffering a lot less pain than we might have without their expertise and attention to our financial needs. Both Chris and David have always been responsive, reliable, personable, and patient when answering our questions and exploring different options. I can honestly say that we wouldn't want anyone else to guide us in our investment affairs. The two of them make a great team.

Ross K.

5/5

Phillips Financial of Lodi has been taking care of our investments securely for over 25 years and we have never had any trouble with any of their employees. If any thing, they all go beyond what is asked to help us. The company is so honest and trustworthy that we have recommended many of our friends to their business because they treat everyone who walks in their door like family.

Nick M.

5/5

I have been with Chris Phillips since the early 80s and I highly recommend his firm. He has always stay current with adjustments in the market. He is a strong Christian man with impeccable integrity. He has definitely been a key component regarding my financial success.

Frederick H.

5/5

Chris, David, Heather and all of the wonderful assistants have taken the financial stress away from my wife and I. Everyone in the office is so very kind and extremely professional concerning all aspects of our financial and insurance needs. I am so relieved that I can call anytime to discuss any question or to seek advise for any topic from social security to retirement savings programs. They have saved me much time, money and stress over many years. Thank you Phillips Financial.
Fred and Judy Heberle
Memphis,Tn

Judy H.

5/5

Chris has handled our investments for years. He handled my moms, ours, my sisters and my sons. We love him! Fully trust him.

Debi B.

5/5

My family has been with Chris for more than 30 years. He has taken care of us with the many different services that he offers, admirably. Thank you Chris