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Form ADV Part 2A Firm Brochure Item 1 Cover Page Phillips and Company Advisors, LLC 1300 SW Fifth Ave., Suite 2100 Portland, OR 97201 5032240858 www.phillipsandco.comDate of Disclosure Brochure: March
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Start by gathering all the necessary financial documents, such as bank statements, investment statements, tax returns, and insurance policies.
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Contact Phillips and Company Advisors either through their website, phone, or in-person to schedule a consultation.
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During the consultation, discuss your financial goals and objectives with the advisors.
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Phillips and Company Advisors can be beneficial to individuals and families who require professional financial advice and assistance. This includes those who are looking to manage their wealth efficiently, plan for retirement, invest in the market, and safeguard their financial future. Additionally, business owners and executives may also benefit from the expertise of Phillips and Company Advisors in terms of strategic financial planning, tax optimization, and corporate investment strategies.
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Phillips and Company Advisors is a financial advisory firm that provides investment management and financial planning services to clients.
Clients who have engaged Phillips and Company Advisors for their services are required to file the necessary paperwork.
To fill out Phillips and Company Advisors, clients need to provide information about their financial goals, investment preferences, and risk tolerance.
The purpose of Phillips and Company Advisors is to help clients achieve their financial goals through personalized investment strategies and financial planning.
Information such as financial assets, income sources, expenses, investment accounts, and retirement plans must be reported on Phillips and Company Advisors.
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