Financial Services LLC, and our affiliates are highly motivated professionals working as a team to provide a wide range of investment and insurance products specifically for individuals and business owners, professionals, and families in need of financial planning assistance. Our affiliates include specialists in Business Planning, Estate Planning, along with Investment Planning, Life and Health Insurance Solutions, & Business Liability.
Our staff provides unsurpassed expert service and support. We are dedicated to assisting clients through comprehensive and careful analysis to provide clear solutions in the complex and ever changing Financial and Insurance Industries.
Our staff provides unsurpassed expert service and support. We are dedicated to assisting clients through comprehensive and careful analysis to provide clear solutions in the complex and ever changing Financial and Insurance Industries.
Services
Dori Phillips established dp Financial Services LLC in 1998 after serving many years as an Independent Insurance Producer in both the commercial and individual arena. She comes from a finance and accounting background and has been in the Insurance industry since 1987. Dori Holds licenses in Accident & Health, Property, Casualty, and Life Insurance.
We specialize in Finding the PERFECT Insurance and Financial Services for you, your business, & your family. Browse through our services below to learn more about the services we offer. Our Specialists and Affiliates can design a plan to fit your financial needs. We represent many companies, below are just a few.
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