Phillips Financial Group

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

195 S Main St Ste A, Marion, North Carol...

Phone Number

(828) 652-8559

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Phillips Financial Group

PHILLIPS FINANCIAL GROUP, LLC specializes in providing personalized financial planning services, including retirement solutions, personal wealth management, and business financial strategies. They aim to guide clients through the complexities of wealth management, ensuring clarity and empowerment in their financial journeys. The firm caters to individuals, families, and business owners, offering tailored solutions that align with their unique goals and risk tolerances. With a holistic approach, they focus on coordinating various aspects of clients' financial lives to help them achieve long-term financial security.Explore more
Popular SearchesPhillips Financial GroupPhillips Financial Group LLCfor Phillips Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Phillips Financial Group Org Chart

PhoneEmail
CM
United States flag for contact location.

Financial Associate & Advisor

PhoneEmail
BP
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Phillips Financial Group

<$5M
1-10
Private
-
-
CM
Catherine MorrisFinancial Associate & Advisor
<$5M
11-50
Private
-
2013
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
PS
Paul SardellaManaging Principal
<$5M
1-10
Private
-
-
HS
Haley SavageInsurance Agent
<$5M
1-10
Private
-
-
KG
Kory GrellaFinancial Services Professional
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Phillips Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Phillips Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Phillips Financial Group.

Phillips Financial Group Tech Stack

A closer look at the technologies used by Phillips Financial Group

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Frequently Asked Questions Regarding Phillips Financial Group

What is Phillips Financial Group's official website?
Phillips Financial Group's official website is www.phillipsfinancialgrp.com
What is Phillips Financial Group's Revenue?
Phillips Financial Group's revenue is <$5 Million
What is Phillips Financial Group's SIC code?
Phillips Financial Group's SIC: 62,628
What is Phillips Financial Group's NAICS code?
Phillips Financial Group's NAICS: 52,523
How many employees does Phillips Financial Group have?
Phillips Financial Group has 1-10 employees
What industry does Phillips Financial Group belong to?
Phillips Financial Group is in the industry of: Finance, Securities Trading
What is Phillips Financial Group competition?
Phillips Financial Group top competitors include: New York Life Insurance, Kory Grella, Agent with New York Life, Shepard Financial Services, New York Life Insurance
What technology does Phillips Financial Group use?
Some of the popular technologies that Phillips Financial Group uses are: MailChimp, Microsoft Azure, YouTube, Neustar UltraDNS
How do I contact Phillips Financial Group?
Phillips Financial Group contact info: Phone number: (828) 652-8559 Website: www.phillipsfinancialgrp.com
What does Phillips Financial Group do?

PHILLIPS FINANCIAL GROUP, LLC specializes in providing personalized financial planning services, including retirement solutions, personal wealth management, and business financial strategies. They aim to guide clients through the complexities of wealth management, ensuring clarity and empowerment in their financial journeys. The firm caters to indi... viduals, families, and business owners, offering tailored solutions that align with their unique goals and risk tolerances. With a holistic approach, they focus on coordinating various aspects of clients' financial lives to help them achieve long-term financial security.Read More

Is Phillips Financial Group a public company?
Phillips Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Phillips Financial Group

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