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Phillips Financial Advisors
- Financial Services
- Satellite Beach, FL
About this business
Specialties Financial and Estate Planning Investments Retirement Insurance Estate Planning History Established in 2012. Phillips Financial Advisors started in 2012 in order to serve people with the highest level of financial and estate planning. Our goal is to "empower people to grow" through education and management of their financial plans. Meet the Business Owner James P. Business Owner James graduated from Ashland University in Ashland, Ohio in 2005 with a Bachelor of Science in Business Administration and a Major in Fin... read more
Location details
1360 S Patrick Dr #5, Ste 5, Satellite Beach, FL, 32937, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Every single person in this office is a person you can trust and will work hard and professional to take care of your needs.
Started with OxenFree Financial a little over two years ago. (formerly Phillips) They were fantastic and patient with teaching me about investing. My advisor Nate has been very available and responsive whenever I have questions or feel like I need advice. Professional, responsive, and accommodating, best of all worlds.
As a college student planning for my future, I was unsure about how to start investing for retirement. Oxenfree has been an incredible resource and partner in this journey with my adviser Nate. Now we have a solid plan for my retirement savings and feel more secure about my financial future. I highly recommend their services to anyone, especially students like myself who are just starting their investment journey.
OxenFree Financial has been a great resource for me and my husband. Nate Kallal, our advisor, has helped us to be wiser with our money and we are seeing good results. I definitely recommend them.
Great business! Nate is awesome.
Frequently asked questions about Phillips Financial Advisors
How is Phillips Financial Advisors rated?
Phillips Financial Advisors has a 5 star rating with 12 reviews.
When is Phillips Financial Advisors open?
Phillips Financial Advisors is closed now. It will open at 9:00 a.m.
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