Cole Phillips

Chief Executive Officer at Phillips and Company Wealth Strategies - Portland, OR, US

Cole Phillips's Colleagues at Phillips and Company Wealth Strategies
Stacy Noll

Senior Investment Advisor

Contact Stacy Noll

Chad Parlow

Senior Investment Advisor

Contact Chad Parlow

Sanders Vogel

Senior Investment Advisor

Contact Sanders Vogel

Michael Goodrich

Senior Investment Manager, Member, Corporate Officer

Contact Michael Goodrich

James Smith

Institutional Team Leader

Contact James Smith

Michelle Benedict

Administrative Client Associate

Contact Michelle Benedict

Steve Thomas

Senior Investment Advisor - 401k

Contact Steve Thomas

View All Cole Phillips's Colleagues
Cole Phillips's Contact Details
HQ
503-224-0858
Location
Yukon,Oklahoma,United States
Company
Phillips and Company Wealth Strategies
Cole Phillips's Company Details
Phillips and Company Wealth Strategies logo, Phillips and Company Wealth Strategies contact details

Phillips and Company Wealth Strategies

Portland, OR, US • 20 - 49 Employees
Financial Services

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.

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
Details about Phillips and Company Wealth Strategies
Frequently Asked Questions about Cole Phillips
Cole Phillips currently works for Phillips and Company Wealth Strategies.
Cole Phillips's role at Phillips and Company Wealth Strategies is Chief Executive Officer.
Cole Phillips's email address is ***@phillipsokc.com. To view Cole Phillips's full email address, please signup to ConnectPlex.
Cole Phillips works in the Financial Services industry.
Cole Phillips's colleagues at Phillips and Company Wealth Strategies are Stacy Noll, Chad Parlow, Sanders Vogel, Michael Goodrich, James Smith, Michelle Benedict, Steve Thomas and others.
Cole Phillips's phone number is 503-224-0858
See more information about Cole Phillips