Financial Services

These days, businesses and individuals need the right financial services to reach their future goals. But financial services aren’t often as cut-and-dry as insurance.

There are so many options, and they can be incredibly confusing. Putting off managing your finances can make it much harder to retire and be financially stable later on in life, but where do you start?

If you’re a consumer in the Mid-Atlantic area looking for help with your finances, Connie Phillips Insurance can be your light in the dark. Our team of financial advisors have years of experience in the industry. Understanding your needs and getting what’s best for you remains our number one priority.

Our financial services options include the following (click on any image or label for details):

IRAs & IRA rollovers Annuities Buy/sell agreements Key man insurance

We know these options can be confusing, and as always, a member our staff can answer all your questions. We have offices in Tidewater, Virginia and Frederick, Maryland, but we can also help consumers throughout West Virginia, Pennsylvania, and Washington D.C.

At Connie Phillips Insurance, we value honesty and integrity above all else, so we’ll never try to give you something that won’t help you strengthen your financial health.

If you’re struggling to find out which kind of IRA works for you, or trying to decide whether to start an annuity, let one of our financial advisors take a look at your situation. With a well-balanced financial portfolio, you’ll be ready to handle whatever life throws at you.

For more information about the any financial services we provide, give us a call at 888-439-0479 or stop by one of our offices to see us in person. You can also contact us by filling out the quote form on this webpage. Let our financial professionals help you manage your money today.