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Phases Financial GroupFinancial advisor in Palo Alto, CA

Phases Financial Group is a financial advisor at 703 High St, Palo Alto, CA 94301, rated 5.0 from 1 Google review. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Palo Alto, CA0 paid placements in any rankingHow we rank

Call (650) 313-2740Website ↗

Key facts

Key facts about Phases Financial Group
Address703 High St, Palo Alto, CA 94301Get directions
Phone(650) 313-2740
Websiteraymondjames.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 3 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Palo Alto and 11 towns within 25 miles: Stanford, Menlo Park, East Palo Alto, North Fair Oaks, Los Altos, Redwood City, Mountain View, San Carlos, Redwood Shores, Belmont and Sunnyvale.

Based in Palo Alto, CAView on map

Opening hours

Opening hours for Phases Financial Group
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Phases Financial Group

What are Phases Financial Group’s hours?

Phases Financial Group is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Phases Financial Group serve?

Serves Palo Alto and 11 towns within 25 miles: Stanford, Menlo Park, East Palo Alto, North Fair Oaks, Los Altos, Redwood City, Mountain View, San Carlos, Redwood Shores, Belmont and Sunnyvale. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Phases Financial Group?

Phases Financial Group has a rating of 5.0 from 1 Google review. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Phases Financial Group?

Call Phases Financial Group on (650) 313-2740. The business is at 703 High St, Palo Alto, CA 94301. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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