Premier Retirement Plan Advisors offers all-encompassing services to our clients, business and personal. We have strategically partnered with many of the leading recordkeepers, third party administrators, insurance companies, mutual fund companies, and investment managers in order to provide our clients with products and services to meet their financial needs. Additionally, Premier Retirement Plan Advisors has an unwavering commitment to premier service.
In everything we do, we are guided by our core values:
We strive to exceed your expectations every day.
While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.
J.R. Phillips, CRPS®, AIF®
RECOGNIZED AS PREMIER PARTNER* WITH VOYA FINANCIAL ADVISORS, INC.
Voya Financial Advisors has honored J.R. Phillips with the notable Premier Partner title, earned by the top quartile of affiliated representatives. J.R. has achieved Premier Partner status for his investment planning success, unwavering dedication to clients and reaching targeted sales goals.
* The Premier Partner award acknowledges the top Voya Financial Advisors Registered Representatives and is determined by sales and production credits.
Laura Phillips is the Client Support Coordinator for Premier Retirement Plan Advisors. She is responsible for coordianting activities related to sales and customer service on client accounts. Laura is here to ensure that clients receive accurate and efficient customer service.
Andrea McCool is the Client Services Coordinator for Premier Retirement Plan Advisors. She is responsible for servicing the existing, diverse client base to include 401(k) plan sponsors and participants as well as individual wealth management clients.
Voya Financial Advisors, Inc.
Voya Financial Advisors (VFA), a member of the Voya Financial, Inc. (NYSE: VOYA) group of companies and a registered investment advisor and broker-dealer, is a leader in the retail wealth management business. Through its nationwide network of more than 1,700 independent financial advisors, VFA is focused on helping Americans advance their retirement readiness through education, financial planning and a broad range of personalized asset accumulation, protection and distribution solutions. VFA offers a complete and flexible advisory program designed to help advisors build growth-oriented businesses that focus on financial planning. Voya Financial is a premier retirement, investment and insurance company with a vision to be America’s Retirement Company® serving the financial needs of approximately 13 million individual and institutional customers in the United States.