Richard Phillips

Services Offered

• Holistic financial planning
• Investment management
• Insurance strategies

About

Richard Phillips is a financial consultant based in Boston, Massachusetts, affiliated with Oppenheimer. He specializes in holistic financial planning, investment management, and insurance strategies tailored to meet the unique goals and needs of his clients. Richard employs a thorough discovery process to understand each client's specific situation, time horizon, and risk tolerance. His practice primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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