Phillips Financial
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Wealth Management, Financial Planning, Tax Planning, Retirement Planning, Insurance Services
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
07/15/2026
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
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Website
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 |