Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Hours
Frequently Asked Questions About Phillips Evans Wealth Management
What types of financial services does Phillips Evans Wealth Management offer?
Phillips Evans Wealth Management offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Phillips Evans Wealth Management located?
The office is located at 1705 W Duval, Troup, TX 75789, United States.
What are the office hours for Phillips Evans Wealth Management?
They are open Monday through Thursday from 8:30 AM to 4:30 PM and on Friday from 8:30 AM to 3:00 PM. The office is closed on Saturdays and Sundays.
Does Phillips Evans Wealth Management specialize in any financial products?
Yes, they specialize in 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Phillips Evans Wealth Management?
You can reach them by phone at +1 903-481-8836.
What language is primarily spoken at Phillips Evans Wealth Management?
English is the primary language spoken at the office.
Are there any nearby dining options close to Phillips Evans Wealth Management?
Yes, nearby dining options include Sonic Drive-In, Dairy Queen, and Pizza Shoppe, which can be convenient for meals before or after your appointment.
What nearby financial services or offices are close to Phillips Evans Wealth Management?
Nearby financial services include Edward Jones - Financial Advisor: Ben Phillips and Edward Jones - Financial Advisor: Gary L Abbott, as well as a Coin Cloud Bitcoin ATM for currency exchange.
Are there any nearby community service or government facilities near Phillips Evans Wealth Management?
Yes, The Clearview Church and Troup Fire Department Station 3 are nearby, which might be of interest to community-minded clients or those needing local services.
Is there a mobile app available for Phillips Evans Wealth Management clients?
Yes, the Edward Jones mobile app is available for both Android and iOS devices to help manage your finances conveniently.