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Brittison Financial Group, Inc.
505 Pleasant Street, St. Joseph, Michigan, United States
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About the Brittison Financial Group, Inc.
Brittison Financial Group, Inc. is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Led by Philip Ellis, a fiduciary investment advisor, the institution focuses on providing cutting-edge financial strategies to inspire confidence as individuals navigate their retirement path. Services offered include income planning, tax planning, investment planning, legacy planning, and health care planning. The goal is to help clients achieve financial success in retirement by understanding their personal circumstances, goals, and risk tolerance.
Joining Philip Ellis is Griffin Beaudette, a junior partner with a background in sales, customer relations, and account management. Griffin assists in teaching classes on various financial topics and meeting with clients to help them create custom financial plans that align with their long-term goals. Rhonda, the office manager, ensures smooth operations and compliance with regulations, drawing on her background in title work and management.
At Brittison Financial Group, clients are treated like family. Phil Ellis takes a personal approach to financial planning, striving to understand each client's unique story and goals. He is dedicated to creating success stories, like helping a client achieve retirement at 63 when she thought it was impossible. The team at Brittison Financial Group is passionate about empowering individuals to secure their financial future and build a plan that reflects their dreams and aspirations.
505 Pleasant St # 305, St Joseph, MI 49085, United States
Opening hours of Brittison Financial Group, Inc.
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Brittison Financial Group, Inc.
"They care about what's best for you, best I have ever worked with"
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