Melissa Ferrell Allen has been handling my account for over 4 years now, and he has always been easy to contact and available when I needed to talk to him. Allen takes great care of my account and If I am unable to get to his office, he will come to mine. Logan, his assistant is fantastic as well. We are very happy with Phillips Wealth Management.
Jacory If you need a loan, go see Heavenleigh. She goes above and beyond to make sure you’ll get exactly what your needing without feeling pressured. She is always quick, efficient, and explains everything in a way that just makes sense. Great personality and even better, customer service! I’ll be recommending her to everyone I know.
Joe Adams These guys helped me after my advisor got out of the business. They were very helpful in my transition and have been helpful with managing my RMDS as well. Its nice to have somewhere that I can physically go to and meet with my advisor.
nhestereng Joel helped me pick up the pieces when another tax preparer failed me this year. He was professional, helpful, and knowledgable. Im glad to have a new local company to count on for my taxes.