Insightful resources for the informed investor
- Phases Financial Group
- 703 High Street Palo Alto, CA 94301
- T 650.313.2740
- Map & Directions
- Map & Directions
- Juan Rojas, Managing Partner, PFG | Financial Advisor, RJFS
- O 650.313.2738
- Michael Lipkins, Managing Partner, PFG | Financial Advisor, RJFS
- O 650.313.2739
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The financial advisors at Phases Financial Group operate as independent financial advisors for Addison Avenue Investment Services. Financial advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC, and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Phases Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Additionally, First Technology Federal Credit Union, Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services and Phases Financial Group. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
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