portrait of Phil Gross III
FINANCIAL ADVISOR

Phil Gross III

AAMS™
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Retirement Income Strategies
  • Intergenerational Planning
  • Domestic Partner Finances

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Cooking
  • Music
  • Sports Enthusiast
  • Traveling

Team Members

  • Jen McCallister
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(717) 854-7997

Fax

(877) 405-1366

Office Address

2159 White Street Suite 24
York, PA 17404opens in a new window

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