PHILLIPS FINANCIAL - The Lodi Area Retirement SpecialistFinancial advisor in Lodi, CA
PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist is a financial advisor at 1920 Tienda Dr Ste 202, Lodi, CA 95242, ranked #4 of 55 financial advisors in Lodi and rated 4.6 from 10 Google reviews. Open Monday to Friday.
Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.
Lodi, CAUpdated 0 paid placements in any rankingHow we rank
Key facts
| Address | 1920 Tienda Dr Ste 202, Lodi, CA 95242Get directions |
|---|---|
| Phone | (209) 367-0868 |
| Website | lodifinancial.com |
| Hours | Monday to Friday: 8 AM – 5 PM |
| Google rating | 4.6 from 10 Google reviews |
Specialties
Each specialty shows the evidence we matched it on.
- Financial Advisorsmain specialtyGoogle main category
- Financial PlannersGoogle main category
- Investment Advisorsadditional Google category
Service area
Serves Lodi and 10 towns within 25 miles: Galt, Stockton, Garden Acres, Lathrop, Elk Grove, Discovery Bay, Laguna, Manteca, Oakley and Vineyard.
Opening hours
| Day | Hours |
|---|---|
| Monday | 8 AM – 5 PM |
| Tuesday | 8 AM – 5 PM |
| Wednesday | 8 AM – 5 PM |
| Thursday | 8 AM – 5 PM |
| Friday | 8 AM – 5 PM |
| Saturday | Closed |
| Sunday | Closed |
- Open evenings — no
- Open Saturdays — no
- Open Sundays — no
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Compare nearby financial advisors
| Business | Rank | RFA Score | Google rating | Saturday | Sunday | Distance away |
|---|---|---|---|---|---|---|
| PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist (this business) | — | 62 | 4.6 (10) | No | No | |
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