Phases Financial Group
Business details
- Category
- Financial Services · Financial planner
- Address
- 703 High St, Palo Alto, CA 94301
- Phone
- (650) 313-2740
- Website
- raymondjames.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–3 PM
- Saturday: Closed
- Sunday: Closed
About
Phases Financial Group is a financial planning firm in Palo Alto serving families across Santa Clara County and the Peninsula. We help clients manage their investments and build comprehensive financial plans that adapt as their lives change.
Our team cares deeply about every client, and we are glad to step in and handle the details when a family needs extra support. We take the time to guide clients through each decision with clear advice and steady insight.
Whether you are planning for the years ahead or taking on a new responsibility, we are here to make the path feel manageable and secure.
Call or stop by to schedule a conversation about your goals.
Our team cares deeply about every client, and we are glad to step in and handle the details when a family needs extra support. We take the time to guide clients through each decision with clear advice and steady insight.
Whether you are planning for the years ahead or taking on a new responsibility, we are here to make the path feel manageable and secure.
Call or stop by to schedule a conversation about your goals.