Phillip James Financial
Investments
Retirement Planning
Insurance Analysis
Financial Advice
Tax Planning
Tax Preparation
401k Management
401k Rollovers
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Add ReviewPhillip James Financial believes in Investing with Purpose. This means we want to understand why you are investing. What are your goals and desires? What's your purpose? Retirement, College, a Second Home? Whatever it is we are hear to make sure you have the best chance of achieving whatever goals you set for yourself. We are independent, comprehensive, Fee-Only financial advisors. We are located in Minnesota and serve the twin cities and surrounding communities. Call to discuss your investments or financial planning today!