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General Info
Phillips and Company is a full-service wealth management firm, catering to business owners, chief executive officers and high-net-worth individuals. The firm, established in 1992, serves more than 10,000 clients throughout the United States and is one of Oregon s largest investment firms. It provides services that include conflict-free money management, individual stocks, tax-free municipal bonds, education planning, trust and estate planning, corporate 401(k) design and maintenance, employee stock option execution and cash management. The company provides a wide range of retirement plan services for both individuals and businesses that include several types of individual retirement accounts. Phillips and Company is located in Portland, Ore.
BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Mon - Fri 7:00 am - 4:00 pm
Extra Phones

Phone: (503) 224-8207

Phone: (503) 206-7732

Primary Phone: (503) 206-7732

Fax: (503) 224-8207

TollFree: (800) 572-4765

Payment method
discover, master card, visa, amex, cash
Location
Wells Fargo Ctr
Neighborhoods
Neighbors West-Northwest, Downtown Portland
AKA

Phillips & Co Securities Inc

Phillips and Company

Categories
Investment Securities, Financial Planning Consultants, Investment Advisory Service, Stock & Bond Brokers

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