About
Financial planning for the people, not Wall Street.
Phoenician Financial Planning seeks to identify what our clients value. Everyone has unique dreams, goals, needs, and desires. Our job is to discover what money means to you: retirement, a child’s education, your own business, a home, or simply peace of mind… obtaining these things is why you work so hard. Once your goals are understood, we will work together to build an individualized plan that allows you to achieve them.
Services
mutual funds services
retirement planning services
retirement
investment services
financial planner
financial planning services
Contact
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 5:00 PM
- Tue 9:00 AM - 5:00 PM
- Wed 9:00 AM - 5:00 PM
- Thu 9:00 AM - 5:00 PM
- Fri 9:00 AM - 5:00 PM
- Sat 9:00 AM - 5:00 PM
-
Sun CLOSED
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Detailed Information
- Location Typeunknown
- Opening Dateunknown
- Annual Revenue Estimateunknown
- SIC Code show
- Employeesunknown
- Contactsshow
- Owner J.K. Roberts
- Phone 6022952789
- Email [email protected]