Phillips and Company Wealth Strategies

Financial Services - Portland, OR, US

Phillips and Company Wealth Strategies Details

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 logo, Phillips and Company Wealth Strategies contact details
Employees: 20 - 49
HQ: 503-224-0858
Location: Portland, OR, US
Revenue: 5 - 10 Million
Wealth Management 401(k) Retirement Services Institutional Wealth Management Foundations Endowments Cash Balance Plans Profit Sharing Plans Income Strategies Tax Strategies Retirement Strategies Financial Services Financial Advisory Services Investment Banking Asset Management Finance
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