With over 50 years of experience serving clients in Northeast Indiana, Phillips Financial has grown from a small, family-owned financial services practice to an independent wealth management firm with over 14 associates and 5 managing partners. How did we come so far?
It began with our late founder, Richard Phillips, Sr., who attributed his success to hard work, a steady focus on his clients’ needs, and providing exceptional service to every customer every day. He instilled this work ethic in his son, Richard Phillips, Jr., who worked by his side for many years. Rick now leads the organization. While many father-son ventures fizzle...
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