What are the opening hours?

Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Phillips Financial

Home
United States
Lodi, CA
Phillips Financial

Wealth Management, Financial Planning, Tax Planning, Retirement Planning, Insurance Services

Useful Websites: https://www.lodifinancial.com/useful-websites

About Phillips Financial

We are dedicated to providing investment management and strategic wealth planning that is right for you. As a firm, our focus is to understand your goals and develop a plan to address them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations

and monitor your progress. A comprehensive planning process is the best way to create a financial plan. It is crucial to create a financial plan that seeks to take your needs into account now, and that plans for the future, in a tax efficient manner.

07/21/2026

Smart tax strategy isn’t just about saving, it’s about preserving and growing wealth across generations with intention and foresight.

Read the blog: https://www.lodifinancial.com/recommended-reading

07/17/2026

When everything is clear and connected, people can move through life’s hardest moments with space to reflect, decide, and focus on what truly matters.

Empower your decisions with guidance: https://www.lodifinancial.com/contact

07/15/2026

Each week the LPL Financial Research team assembles thoughtful insight on market news. Check out this week's commentary available now!

Read it on our website: https://www.lodifinancial.com/weekly-market-commentary

07/14/2026

Real financial security isn’t built in a moment, it’s shaped by the values, decisions, and conversations that begin long before investments ever take center stage.

Read the blog: https://www.lodifinancial.com/recommended-reading

07/10/2026

A pivotal moment is here, empowering women to not only inherit wealth, but to grow it, shape it, and use it to drive meaningful, lasting change.

Start the conversation: https://www.lodifinancial.com/contact

07/07/2026

A generational shift is underway, unlocking unprecedented opportunity for women to shape the future of wealth, influence, and legacy.

Read the blog: https://www.lodifinancial.com/recommended-reading

07/04/2026

Today we celebrate freedom, community, and the opportunities that bring us together. Wishing you a safe and happy 4th of July.

07/01/2026

Financial freedom looks different for everyone. The question is, does your financial plan support the life you’re working toward? Alignment between your goals, values, and strategy is what turns vision into progress.

Start the conversation: https://www.lodifinancial.com/contact

06/30/2026

Be sure to submit your FAFSA by June 30 to stay eligible for federal financial aid, including grants, loans, and work‑study programs. Completing it on time can help make college more affordable, don’t miss out on available support for the upcoming school year.

06/28/2026

June 28th is Insurance Awareness Day, an important reminder that coverage isn’t one-size-fits-all. As your life changes, your insurance should too. Whether you’re starting a family, growing your career, or planning for the future, regularly reviewing your policies helps ensure they align with your current goals and provide the protection you need. The right coverage today can make all the difference tomorrow.

Start a conversation: https://www.lodifinancial.com/contact

Address

1920 Tienda Drive Suite 202
Lodi, CA
95242

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.lodifinancial.com/

Alerts

Be the first to know and let us send you an email when Phillips Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.