Financial Advisor

Philip E. Lavelle Jr. is a Registered Representative and Investment Advisor Representative with Thurston Springer Financial, a registered Broker Dealer (Member FINRA and SIPC), SEC-Registered Investment Advisor Firm, and Indiana Insurance Agency.  Philip is a CERTIFIED FINANCIAL PLANNER practitioner and provides comprehensive financial planning services including:

Services for Individuals and Businesses

  • IRA and Retirement Plan Rollovers
  • Investment Management
  • 401(k), 403(b), Pensions, SEPS, and SIMPLES
  • Life Insurance
  • Financial Planning

Since 1996, investors have been able to rely on Philip to put his experience to work and help them achieve their personal financial goals.  He believes in developing a customized plan for every client who needs one prior to recommending or implementing investment decisions.  His goal is to provide trustworthy and dependable service to his clients.  Philip lives in Anderson, IN where he maintains an office conveniently located downtown, and is available to meet with clients in person or via video conference.