Phillip James Financial

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

3675 Plymouth Blvd Ste 110, Plymouth, Mi...

Phone Number

(763) 432-0852

Revenue

$5.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Phillip James Financial

Phillip James Financial is a fee-only financial advisory firm based in Plymouth, Minnesota, specializing in comprehensive financial planning, retirement planning, tax preparation, and investment management. They offer unbiased and independent advice to their clients without the influence of commission-based incentives, ensuring that recommendations are made in the client's best interest. Their services cater to individuals seeking to grow their wealth, prepare for retirement, and manage taxes effectively. The firm emphasizes a personalized approach, creating tailored financial plans to help clients achieve their specific financial goals.Explore more
Phillip James Financial's Social MediaPopular SearchesPhillip James FinancialPhillip James Consulting CoSIC Code 62,628NAICS Code 52,523Show more

Phillip James Financial Org Chart

PhoneEmail
HO
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Phillip James Financial

$5.6M
1-10
Private
-
2010
HO
Helen OslundOffice Manager
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

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Activity Insights

Phillip James Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Phillip James Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Phillip James Financial.

Phillip James Financial Tech Stack

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Frequently Asked Questions Regarding Phillip James Financial

What is Phillip James Financial's official website?
Phillip James Financial's official website is www.phillipjamesfinancial.com
What is Phillip James Financial's Revenue?
Phillip James Financial's revenue is $5.6 Million
What is Phillip James Financial's SIC code?
Phillip James Financial's SIC: 62,628
What is Phillip James Financial's NAICS code?
Phillip James Financial's NAICS: 52,523
How many employees does Phillip James Financial have?
Phillip James Financial has 1-10 employees
What industry does Phillip James Financial belong to?
Phillip James Financial is in the industry of: Finance, Securities Trading
What is Phillip James Financial competition?
Phillip James Financial top competitors include: Stockade Wealth Management, Goodrich and Associates, Waterford Advisors, Covenant Wealth Advisors
What technology does Phillip James Financial use?
Some of the popular technologies that Phillip James Financial uses are: NS1, Google Universal Analytics, Squarespace Online Stores, Adobe Typekit
How do I contact Phillip James Financial?
Phillip James Financial contact info: Phone number: (763) 432-0852 Website: www.phillipjamesfinancial.com
What does Phillip James Financial do?

Phillip James Financial is a fee-only financial advisory firm based in Plymouth, Minnesota, specializing in comprehensive financial planning, retirement planning, tax preparation, and investment management. They offer unbiased and independent advice to their clients without the influence of commission-based incentives, ensuring that recommendations... are made in the client's best interest. Their services cater to individuals seeking to grow their wealth, prepare for retirement, and manage taxes effectively. The firm emphasizes a personalized approach, creating tailored financial plans to help clients achieve their specific financial goals.Read More

What are Phillip James Financial social media links?
Phillip James Financial Linkedin page Phillip James Financial Twitter page Phillip James Financial Facebook page
Is Phillip James Financial a public company?
Phillip James Financial is private company therefore does not currently have an official ticker symbol
See more information about Phillip James Financial

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