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Reviews, get directions and contact details for Phillip James Financial

About

Independent, Fee-Only, Fiduciary Financial Planning & Investment Management

Story

Fee-Only Wealth Management Company offering comprehensive financial planning, investment management, and tax preparation.

Address: 3675 Plymouth Blvd #110, Plymouth, MN • 55369, USA
Phone: (763) 432-0852
moc.laicnanifsemajpillihp@ofni
State: Minnesota
Zip Code: • 55369


Opening Hours

Monday: 8:00 AM – 5:00 PM
Tuesday: 8:00 AM – 5:00 PM
Wednesday: 8:00 AM – 5:00 PM
Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
Phillip was very easy to work with. Job well done!
8 years ago (02-08-2017)
I'd recommend Phillip James Financial to anyone looking for personal tax services, financial planning, and general consulting. I contacted them regarding small business tax services and even though their focus is individual and family services they were able to point me in the right direction. Phil was incredibly responsive and very knowledgeable. If you're in the Plymouth area be sure to contact Phillip James Financial before any of the local competitors.
8 years ago (26-10-2016)
It was a pleasure working with Phil. Great listener, and thoughtful response to every question. I consulted Phil for my portfolio allocation on a paid basis and I was very happy with the work he did. I would use them again and definitely recommend PJF. Kannan
8 years ago (18-11-2016)
Great company!
12 years ago (08-11-2013)
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