Phillips Financial Management, LLC
Fort Wayne, United States (US) · Finance and Banking
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#financial planning
#investment management
#employee benefits
Phillips Financial Management, LLC is a Finance and Banking company based in Fort Wayne, United States (US), founded in 1949, with 20-30 employees. Phillips Financial Management, LLC's profile is verified on Enterprise League.
Overview
At Phillips Financial, we believe in transparency – we put every fee card face up, simplifying complex financial decisions and fostering open communication.
Our approach centers on understanding your unique goals and building strategies that align with your values. We offer a range of services, from comprehensive personal financial planning to strategic employee benefits solutions, all delivered with a commitment to relational insight and intentional strategy.
Rooted in Northeast Indiana for over seven decades, Phillips Financial is dedicated to community involvement, regularly volunteering with organizations like Habitat for Humanity and serving on nonprofit boards.
We’re more than just a financial firm; we’re a partner invested in your long-term success.
Contact Details
Fort Wayne, United States (US), 6920 Pointe Inverness Way
Founded
1949
Company Type
Private Limited Company
Employees
20-30
Categories
Keywords
#financial planning
#investment management
#employee benefits
Services
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