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Phillip James Financial
Investing with Purpose

Big News at Phillip James Financial!

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Big things are happening at Phillip James Financial. We are very proud to announce the newest member of our team, Rhea Maxine Christenson. This is the youngest employee we have ever hired. She will be heading up the Young Clients Division with a focus on college planning. Just in case you haven't figured it out yet, this new employee is actually the new daughter of our very own Phillip Christenson, financial advisor and portfolio manager at Phillip James.  She was born August 7th at 9:50pm, weighing in at 10 pounds 1 ounce.  Everyone is doing great!

Phillip will be busy updating his Estate Planning documents, making sure he has enough life insurance in place, and setting up a Coverdell Education Savings account. 

Phillip James AnnouncemenPhillip R. ChristensonSeptember 25, 2017Coverdell Education Savings account, New Baby, 529 Plans
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Phillip James Financial
3675 Plymouth Boulevard Suite 110,
Plymouth, MN, 55446,
United States
(763) 432 0852 info@phillipjamesfinancial.com
Hours
Mon 8am to 5pm
Tue 8am to 5pm
Wed 8am to 5pm
Thu 8am to 5pm
Fri 8am to 5pm

Office Hours

Monday : 8am–5pm
Tuesday : 8am–5pm
Wednesday : 8am–5pm
Thursday : 8am–5pm
Friday : 8am–5pm

Location

3675 Plymouth Boulevard Suite 110 Plymouth, MN 55446

Email, Phone & Fax

info@phillipjamesfinancial.com
(p) 763-432-0852
(f) 763-390-0023

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