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Phillips Financial (est. 1986)

Lodi Area Retirement Specialist

(209) 367-0868 1920 Tienda Drive, Lodi, CA 95242 Mon To Fri 8.00am To 5.00pm Sat Sun Closed Official site

The Details

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Our team members are knowledgeable and dedicated to helping you pursue your dreams. We will do everything within our power to keep you focused on where you want to go and advise you on how to get there. Please call us at 209-367-0868 if you have any questions about your current financial situation or wish to schedule an appointment. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, GA, ID, KS, LA, MI, MO, NC, NH, NV, NY, OR, TX, UT, VA, WA. Fee-based investment advisory services available only to residents of: CA, LA, TX. Phillips Financial is licensed to sell insurance products in the states of: AK, CA, ID, OR, TX, WA.

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