Our Firm

Michael A. Phillips Sr. CFP, Registered Representative and Investment Advisor Representative Osaic Wealth, Inc.

Michael has been in the industry since 1978. He graduated with a B.S. from Monmouth University. Prior to starting Phillips Finanical Services, Inc. in 1994 he held the position of Regional Vice President with Sherwood Capital, a publicly traded company. He has spent the last 30 years becoming an experieced investment advisor specializing in retirment planning. 

Meghan A. Phillips, Ph.D, Registered Representative and Investment Advisor Representative for Osaic Wealth, Inc. 

Meghan graduated with a B.S. from Salibury University, a M.A. from University of Northern Iowa, and a Ph.D. from West Virginia University. She has been self-employed since graduating and recently joined Phillips Financial Services Inc. in 2021. She has been highly focused on helping self-employed profressionals and small-businesses with retirement plans. She looks to continue to help Phillips Financial Inc. reach new clients.

Geraldine A. Phillips, CFP, ChFC, RICP, Registered Sales Assitant for Osaic Wealth, Inc.

Geraldine has a B.S. from Douglas College. She was employed by the Internal Revenue Service for 13 years and rose to the position of assistant chief review staff, before becoming self-employed and eventually starting Phillips Financial Services, Inc. in 1994. She has also taught accounting as an adjunct professor for Rutgers University. She received three professional designations in the industry and is an expert in taxation and retirement income planning.