Company Email Format Management

Phillips and Company Wealth Strategies

Financial Services 521 Sw 11th Ave 21 employees

Employees: 21
Contacts: 3
Emails: 3
Phones: 2

phillipsandco.com LinkedIn

Phillips and Company Wealth Strategies Overview

Headquarters: 521 Sw 11th Ave
Phone Number: Available in AeroLeads
Website: phillipsandco.com
Industry: Financial Services
Employees: 21
Founded: 1992
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management 401(k) Retirement Services Institutional Wealth Management Foundations Endowments Cash Balance Plans Profit Sharing Plans Income Strategies Tax Strategies Retirement Strategies

About Phillips and Company Wealth Strategies

Founded by Tim Phillips, Phillips & Company is an independent, SEC-registered investment advisory firm, serving over 5,000 clients nationwide. As one of the largest investment firms in Oregon, the company leverages its collective experience to recommend and monitor investment strategies for its clients.

Phillips and Company Wealth Strategies Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

Phillips and Company Wealth Strategies Org Chart

Sample employees and titles

Name	Title	Location	Contact
Michael Goodrich, Aif®	Accredited Investment Fiduciary® - - I		View
Stacy Noll	Senior Investment Advisor at Phillips	Portland, Oregon Metropolitan Area, United States	Email
Tim Phillips	CEO at Phillips and Company	Portland, Oregon, United States	Email Phone
Matt Schmidt	Senior Investment Advisor at Phillips	Portland, Oregon Metropolitan Area, United States	Email Phone