Insights

Recognition & Credibility Phillips Financial's ranking as No. 62 on the CNBC Financial Advisor 100 demonstrates strong industry recognition, which can be leveraged to build trust and credibility with prospective clients seeking reputable employee benefits advisors.

Growth Potential With an annual revenue estimated between 10 to 25 million dollars and a dedicated team of 2-10 employees, Phillips Financial presents opportunities for scalable service offerings and personalized advisory solutions to small and mid-sized businesses in need of tailored benefit strategies.

Industry Expertise Specializing in qualified plans, group insurance, and HR compliance for over 65 years, Phillips Financial’s deep industry knowledge positions it as a valuable partner for companies seeking ongoing support in cost management and benefits optimization.

Technology Use Utilizing advanced tools such as Salesforce, Microsoft 365, and Google Analytics, Phillips Financial can enhance client engagement and data-driven decision-making, creating opportunities to introduce new digital solutions or improve existing client interfaces.

Market Position Compared to competitors like USI Insurance Services and Aon with large-scale operations, Phillips Financial's focused regional presence and personalized service approach provide a niche opportunity to attract clients prioritizing customized, trustworthy advisory relationships.

Phillips Financial - Employee Benefits Tech Stack

Phillips Financial - Employee Benefits uses 8 technology products and services including Salesforce, Microsoft 365, Ubuntu, and more. Explore Phillips Financial - Employee Benefits's tech stack below.

  • Salesforce
    Customer Relationship Management
  • Microsoft 365
    Email
  • Ubuntu
    Operating Systems
  • MediaElement.js
    Video Players
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers

Phillips Financial - Employee Benefits's Email Address Formats

Phillips Financial - Employee Benefits uses at least 1 format(s):
Phillips Financial - Employee Benefits Email FormatsExamplePercentage
First@1phillips.comJohn@1phillips.com
45%
Last@1phillips.comDoe@1phillips.com
9%
First.Last@1phillips.comJohn.Doe@1phillips.com
1%
First@1phillips.comJohn@1phillips.com
45%

Frequently Asked Questions

Where is Phillips Financial - Employee Benefits's headquarters located?

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Phillips Financial - Employee Benefits's main headquarters is located at 6920 Pointe Inverness Way, Suite 230 Fort Wayne, IN 46804, US. The company has employees across 1 continents, including North America.

What is Phillips Financial - Employee Benefits's official website and social media links?

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Phillips Financial - Employee Benefits's official website is 1phillips.com and has social profiles on LinkedIn.

What is Phillips Financial - Employee Benefits's NAICS code?

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Phillips Financial - Employee Benefits's NAICS code is 52 - Finance and Insurance.

How many employees does Phillips Financial - Employee Benefits have currently?

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As of December 2025, Phillips Financial - Employee Benefits has approximately 10 employees across 1 continents, including North America. Key team members include Partner, Group Benefit Adviser: B. B. B.. Explore Phillips Financial - Employee Benefits's employee directory with LeadIQ.

What industry does Phillips Financial - Employee Benefits belong to?

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Phillips Financial - Employee Benefits operates in the Financial Services industry.

What technology does Phillips Financial - Employee Benefits use?

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Phillips Financial - Employee Benefits's tech stack includes SalesforceMicrosoft 365UbuntuMediaElement.jsGoogle AnalyticsAdobe FontsApache HTTP ServerApache.

What is Phillips Financial - Employee Benefits's email format?

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Phillips Financial - Employee Benefits's email format typically follows the pattern of First@1phillips.com. Find more Phillips Financial - Employee Benefits email formats with LeadIQ.

Phillips Financial - Employee Benefits

Financial ServicesUnited States2-10 Employees

At Phillips Financial, we take a personal approach to delivering innovative and cost-effective employee benefit solutions. We recognize that no two clients are the same, so we apply our expertise to provide answers that meet the unique needs of individuals, families, and businesses alike. Phillips Financial is committed to nurturing long-lasting relationships grounded in trust, education, and constant communication. 

For over 65 years Phillips Financial has been advising our clients on qualified plans, group insurance and HR compliance concerns.

In designing and implementing our signature services, our expert advisors: 
- Regularly consult with clients on plan adjustments, suggested enhancements, and cost-effective changes to offset rate increases 
- Analyze cost per employee, review competitors benefit plans and calculate net costs to the employer 
- Identify potential carriers, provide independent evaluation of products, services, financial strength and claims-paying capabilities 
- Help to negotiate improved pricing and underwriting provisions.


*Services related to to employer sponsored retirement plans are provided through Phillips Financial Management, LLC, DBA Phillips Financial an SEC Registered Investment Adviser.

Section iconCompany Overview

Headquarters
6920 Pointe Inverness Way, Suite 230 Fort Wayne, IN 46804, US
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Phillips Financial - Employee Benefits's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Phillips Financial - Employee Benefits's revenue is estimated to be in the range of $10M$25M

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