About Us
Phillips & Son Financial Inc. is a family owned financial planning center supporting Kawartha Lakes, Trent Hills, and surrounding area. Upon completion of her CFP designation, Alexis opened our Bobcaygeon office in 2001. Gregory joined the family business in 2017, and we incorporated to the Phillips & Son Financial Inc in 2020. We opened our second office in Hastings in June of 2024.
Where to Find Us
109 East Street N
PO Box 101
Bobcaygeon, ON
K0M 1A0
8 Water Street
Unit #4
Hastings, ON
K0L 1Y0