Phillips Financial Management

  • Financial Services
  • Fort Wayne IN
  • 7 employees
  • Financial Services
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Company Overview

Headquarters
6920 Pointe Inverness Way, Suite 230, Fort Wayne IN
Website
1phillips.com
Phone
(260) 420-7732
Employees
7
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Phillips Financial Management

Phillips Financial Management is a privately held company located in Fort Wayne, Indiana. With 7 employees, Phillips Financial Management specializes in providing innovative and cost-effective employee benefit solutions. Phillips Financial Management offers a variety of services tailored to meet the unique needs of individuals, families, and businesses. Their expertise encompasses qualified plans, group insurance, and HR compliance concerns. Their expert advisors pride themselves on regularly consulting with clients regarding plan adjustments, suggested enhancements, and cost-effective changes. They analyze cost per employee, review competitor benefit plans, and calculate net costs to the employer. Additionally, Phillips Financial Management identifies potential carriers, evaluates products and services, assesses financial strength, and helps negotiate improved pricing and underwriting provisions. For further information, interested parties can visit Phillips Financial Management's website at 1phillips.com.

Company Leadership

Rick Phillips

Managing Partner

Phone Email
Riley Reimschisel

Partner

Phone Email

Phillips Financial Management Industry Tags

Employee Benefits
Group Health Insurance
Claims Analytics
Qualified Retirement Plans
401k
403b
Network Analysis
HR Compliance Support
Affordable Care Act
Careful Conversations
Financial Services
Financial Advisory Services
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Companies Similar to Phillips Financial Management

Analyze industry trends and opportunities by examining competitors and companies comparable to Phillips Financial Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

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10M 35 Dallas, TX 1961
10M 23 San Francisco, CA
10M 1 Miami Beach, FL
10M 7 Burr Ridge, IL 2012
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FAQ

What is the location of Phillips Financial Management's headquarters?
The headquarters of Phillips Financial Management are situated at 6920 Pointe Inverness Way, Suite 230, Fort Wayne IN
What is Phillips Financial Management's phone number?
Phillips Financial Management's contact number is (260) 420-7732.
What is Phillips Financial Management's official website?
The official website of Phillips Financial Management can be found at 1phillips.com.
What is Phillips Financial Management's current revenue?
As of October 2016, Phillips Financial Management's annual revenue reached $10B.
How many employees does Phillips Financial Management currently have?
Phillips Financial Management employs approximately 7+ people as of October 2016
Which industries is Phillips Financial Management primarily operating in?
Phillips Financial Management operates in the following industries: Finance, Credit
Who is the Managing Partner of Phillips Financial Management?
Phillips Financial Management's Managing Partner is Rick Phillips
What are Phillips Financial Management's industry tags?
Phillips Financial Management's industry tags include: Employee Benefits, Group Health Insurance, Claims Analytics

Employee Directory

Key Employees

Chad Burch

Partner

Phone Email

Dara Adeosun

Project Manager

Phone Email

John Glaudel

Financial Advisor

Phone Email

Tiffany Batt

Director of Marketing - Employee Benefits

Phone Email

Sherrie Cahill

Operations Assistant

Phone Email