portrait of Philip J Ulery
FINANCIAL ADVISOR

Philip J Ulery

CFP®, AAMS™
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Charitable Giving

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Archery
  • Active Lifestyle
  • Culinary Arts
  • Hunting
  • Personal Fitness

Team Members

  • Justine Bruns
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(740) 549-0459

Fax

(855) 379-1125

Office Address

3769 Columbus Pike Ste 120
Delaware, OH 43015opens in a new window

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