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Phillips Financial Advisors

5.0

About this business

Location details

1360 S Patrick Dr #5, Ste 5, Satellite Beach, FL, 32937, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.013 reviews
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Jodi Sonne's profile image
Jodi Sonne 
3 months ago

We highly recommend OxenFree Financial and Luke Bunch as an advisor. This company lives out their values at a corporate and personal level. They are incredibly informative, clear, and driven to do the right thing. Several members of the team spent extra time to help us; and Luke went the extra mile several times to answer our questions and work with our unusual circumstances. His fastidious nature serves us, and OxenFree so well! Estate planning, medical forms, investing, as well as life hacks - we cannot recommend this orga... read more

Kevin Diamond's profile image
Kevin Diamond 
6 months ago

Every single person in this office is a person you can trust and will work hard and professional to take care of your needs. 

Jim Crocker's profile image
Jim Crocker 
8 months ago

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. 

Izhar Sopon's profile image
Izhar Sopon 
11 months ago

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. 

D and B's profile image
D and B 
11 months ago

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. 

Frequently asked questions about Phillips Financial Advisors

How is Phillips Financial Advisors rated?

Phillips Financial Advisors has a 5 star rating with 13 reviews. 

When is Phillips Financial Advisors open?

Phillips Financial Advisors is open now. It will close at 5:00 p.m.  

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