T.S. Phillips Investments, Inc. is an independent broker-dealer based in Oklahoma City, Oklahoma. Along with our Investment Advisor firm, Phillips Capital Advisors, we oversee $1 billion in assets from a variety of investors including individuals, institutions, and business owners. We pride ourselves on the level of service we provide for our clients. Our growth is attributed to the focus and commitment to the relationships we develop each day with our clients. Each of our financial advisors and staff members aims to provide an unmatched, individual experience for each of our clients. We invite you to see the difference our investor focus can make!
INVESTMENT PLANNING: Bonds Common Stock Educational IRA Brokerage Accounts Government Securities Roth IRA SEP IRA Simple IRA Treasury Bills Traditional IRA Treasury Notes Variable Annuities Mutual Funds ETFs And more… FINANCIAL PLANNING: Retirement Planning Tax Plans 401(k) Planning 403(b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans INDUSTRY PLANNING: Disability Income Life Insurance Long Term Care