accounting8Accountant & CPA Directory since 2009
Selling a CPA practice in California? Value my practice »

PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist

★★★★★★★★★★4.610 Google reviews✓ Verified on Google
Financial Planning in Lodi, CA · Open Monday–Friday · ✓ Listing checked September 2026 · Viewed 1,034 times

Contact Information

Address1920 Tienda Dr Ste 202
Lodi, CA 95242
Map and directions
Phone(209) 367-0868
Websitelodifinancial.com
CategoryFinancial Planning · Financial consultant, Financial planner, Insurance company, Investment service
Servicesfinancial planning, advisory

About PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist

PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist is a financial planning in Lodi, California offering financial planning, and advisory. It holds a 4.6★ Google rating across 10 reviews. 90% of those reviews are 4- or 5-star. Its Google Business Profile is verified. Its 4.6★ rating is above the Lodi average of 4.5★ across 58 rated firms.

Hours

Monday8AM-5PM
Tuesday8AM-5PM
Wednesday8AM-5PM
Thursday8AM-5PM
Friday8AM-5PM
SaturdayClosed
SundayClosed
Google rating breakdown4.6 · 10 reviews
5★9
4★0
3★0
2★0
1★1

Aggregate review counts from Google.

Details

  • Offers online appointments
  • Onsite services
  • Wheelchair accessible entrance
  • Wheelchair accessible parking
  • Wheelchair accessible restroom
  • Restroom

Questions about PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist

Where is PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist located?
PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist is located at 1920 Tienda Dr Ste 202, Lodi, CA 95242.
What are PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist's hours?
Open Monday–Friday. Full hours are listed on this page and on the firm's Google Business Profile.
How do I contact PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist?
You can reach PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist by phone at (209) 367-0868, and through its website.
What services does PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist offer?
PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist is categorized as a financial planning, offering financial planning, and advisory. Contact the firm to confirm current service offerings.

Is this your business? Update your details or ask for the listing to be removed. It is free.

Update this listing

Listing compiled from public sources and last refreshed in September 2026. Ratings are aggregate Google ratings, attributed to Google. Confirm hours and licenses with the firm before you visit or hire. Request removal or correction.