Phillip Bollin (CFP®)

Phillip Bollin focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

NAPFA Start Date

June 01, 2020


This Office

842 W South Boundary St Perrysburg, OH 43551-5265 Phone: (419) 878-3934