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Edward Jones - Financial Advisor: Philip J Ulery, CFP®|AAMS®

3769 Columbus Pike Ste 120, Delaware, OH 43015, USA
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Detailed Information
Openning hours
  • Monday 8:00 AM – 4:30 PM
  • Tuesday 8:00 AM – 6:30 PM
  • Wednesday 8:00 AM – 4:30 PM
  • Thursday 8:00 AM – 4:30 PM
  • Friday 8:00 AM – 3:30 PM
  • Saturday Closed
  • Sunday Closed
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Edward Jones - Financial Advisor: Philip J Ulery, CFP®|AAMS®
Edward Jones - Financial Advisor: Philip J Ulery, CFP®|AAMS®
Edward Jones - Financial Advisor: Philip J Ulery, CFP®|AAMS®
Reviews
Jay McAllister (05/16/2018)
Phil has been my financial advisor for several years and I have had nothing but the best experiences working with him. He has helped me plan for retirement in a meaningful and thoughtful way. He has also assisted with 401(k) rollovers and life insurance. He and his office staff are extremely friendly and easy to get along with. Everything they do is completed in a thorough and timely manner. Highly recommend.
Lance Humble (05/16/2018)
Phil Ulrey has a real entrepreneurial quality about him. His entrepreneurial spirit is what differentiates him and makes him successful. Phil employs a systematic approach to client service, marketing and investing. He is very proactive, rather than reactive, to clients. His practices run like a well-oiled machine that is poised for growth. You can always trust Phil to have your best interests at heart.
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