Family Office
Phillip James Private Client Services
Phillip James Private Client Services is a multi-family office provided by Phillip James Financial, an Independent, Fee-Only advisory practice. The firm was founded by a CPA and CFA and because of their multi-discipline in financial planning, investments, taxes, and accounting they provide a truly unique service offeri…
Headquarters
Plymouth, MN, United States of America
Decision-makers
James Sexton
Financial Planner & Tax Manager
Phillip Christenson
Financial Planner & Portfolio Manager
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