Phillip James Financial
About the Business
Phillip James Financial is a reputable institution located at 3675 Plymouth Boulevard in Plymouth, Minnesota, United States. Specializing in accounting and finance, we offer thoughtful and intentional planning to ensure your success throughout retirement. Our globally diversified, low cost, and tax efficient portfolios are designed to provide income throughout retirement. We handle all aspects of financial planning, portfolio alignment, investment monitoring, and tax strategy implementation so you can have confidence knowing your money is managed by professionals who understand your priorities.
As fee-only financial advisors, we provide independent financial planning and wealth management services with no ties to specific companies or incentives for recommending products. Our transparent fee structure eliminates potential conflicts of interest, ensuring that our focus is solely on providing objective advice to help you reach your financial goals successfully. We take the time to understand your unique financial circumstances and develop a bespoke financial plan tailored to help you achieve your objectives, whether it's saving for retirement, planning for your children's education, or growing your wealth.
With years of high-level experience, we offer a wide range of financial planning and wealth management services, including investment management, tax planning, estate planning, and insurance guidance. Our fiduciary duty means we are legally obligated to always act in your best interests, providing you with objective advice and empowering you to make informed financial decisions. Trust Phillip James Financial to provide unbiased advice, transparency, and a long-term relationship built on integrity and professionalism. Contact us today to schedule a consultation and take control of your financial future.
Photos
Location & Phone number
3675 Plymouth Blvd STE 110, Plymouth, MN 55446, United States
Hours open
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
Reviews
"I can't say enough of how awesome Jim and the team are. Before coming here, I was never quite sure if we were doing the right thing managing our retirement and debt, and tax season was always stressful! Our previous financial advisor was nice, but always seemed to steer us towards their product. Jim helps us understand all of our options and helps us make the best decisions for now and the future. They also make tax season stress-free!"
"Long overdue raving review for these guys. We interviewed several different financial advisors 3 years ago and so glad we went with PJF. Their approach is smart and simple and transparent. For someone who doesn’t understand a ton about the market, I really appreciate the way they break it down and talk it through so you understand what’s happening. We love working with Jim and he’s always there to help with anything regarding our finances (budget, large purchases, long and short term goals, etc). My husband calls him for talks off the ledge when the market goes crazy. He’s a pleasure to work with. Even after moving to Los Angeles We wouldn’t have anyone else manage our money. Look no further."
"Phillip was very easy to work with. Job well done!"
"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"
"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."
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