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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
BBB Rating and Accreditation information may be delayed up to a week.
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
Wells Fargo Ctr
Neighbors West-Northwest, Downtown Portland

Phillips & Co Securities Inc

Phillips and Company

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


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