Reviews for Phillips & Son Financial Inc.

Mar 2022

Timely responses, great knowledge about tax planning, really helped meet my financial goals

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From Phillips & Son Financial Inc.

Previously known as Alexis Phillips, CFP we are now Phillips & Son Financial Inc. to exemplify our services as a full Financial Planning Center. Mutual funds will continue to be offered through Sterling Mutuals Inc. and insurance funds through Sterling Insurance Agency. As Bridgeforce Insurance Agents, we also offer Life, Critical Illness and Disability Insurance. We will continue to provide deposit products (GICs) through Deposit Broker Services and various bank products are also available. Debt Consolidation and Mortgage Lending is provided through Dominion Lending Centres Castle Mortgage & Financial Group (Lic.#12974). Our office will still provide Personal Income Tax Filing

Hours

Monday: 9:30AM - 4PM
Tuesday: 9:30AM - 4PM
Wednesday: 9:30AM - 4PM
Thursday: 9:30AM - 4PM
Friday: 9:30AM - 4PM
Saturday: ClosedSunday: Closed

Ratings

Google: 5/5