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Phillips Financial Group, LLC | Marion, NC
Boyd Phillips, CLU®
Contact Us
195 South Main Street, Suite A
Marion,
NC
28752
- Office: 828.652.8559
- Fax: 888.227.5930
- E-mail address: boyd@phillipsfinancialgrp.com
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New York Life is dedicated to serving professional advisors
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Phillips Financial Group, LLC | Marion, NC
Boyd Phillips, CLU®
Contact Us
195 South Main Street, Suite A
Marion,
NC
28752
- Office: 828.652.8559
- Fax: 888.227.5930
- E-mail address: boyd@phillipsfinancialgrp.com
- Home
-
About Us
- Our Team
- Our Location
- Business Solutions
- Personal Solutions
- Investment Management
- Insurance and Annuities
- Our Holistic Process
- Our Alliances
- Community Involvement
- Eagle Strategies LLC
- About
- Approach
- Helpful Links
- Newsletters
- Office Information
- Video Library
- Retirement Solutions
- Calculators
- Request Appointment
- Where We Do Business
- Tell A Friend
- Products & Services
- Account Access
- Contact Us
Boyd Phillips is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of WA, OR, CA (CA Insurance License #0M70792), NV, UT, TX, IA, TN, OH, NY, VA, NC, SC, GA. No insurance business may be conducted outside the states referenced.
Boyd Phillips is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of WA, OR, CA, NV, UT, TX, IA, TN, OH, NY, VA, NC, SC, GA. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is a New York Life Company.
Boyd Phillips is also separately registered as an investment adviser representative offering advisory services through Eagle Strategies LLC, a Registered Investment Adviser in the states of WA, OR, CA, NV, UT, TX, IA, TN, OH, NY, VA, NC, SC, GA. As such, these services are strictly intended for individuals residing in these states. Phillips Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.
Neither Phillips Financial Group, its employees, nor Eagle Strategies LLC or its subsidiaries and affiliates, offers provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional regarding your particular situation. Eagle Strategies LLC is a New York Life Company.
Boyd Phillips is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities
Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.
NYLIFE Securities LLC, Member FINRA/SIPC.
For additional information, visit Customer Relationship Summary.pdf