Founded in 2011 and headquartered in Westport, Connecticut, The Petricic & Phillips Financial Group, LLC is an independent, comprehensive financial services firm. The firm operates as a fiduciary for its advisory clients, with a mission to help them make well-informed financial decisions by providing a high level of service and suitable financial products. Their services cover a wide range of financial needs, including retirement planning, investment management, insurance solutions, estate planning, and business financial services.

Founded in

United States