Let’s Celebrate!
Holiday Pie Event

Pie Image

THIS HOLIDAY SEASON, WE ARE THANKFUL FOR YOU, AND WE’D LIKE TO SHARE A SMALL TOKEN OF OUR GRATITUDE!

Every year, the team here at Phases Financial Group likes to share our gratitude and holiday spirit. This year is no different, and we’re excited to continue our annual tradition of giving away a delicious holiday pie to each of our clients! You’ll be able to choose from apple, berry, pecan, or pumpkin.

Please make sure to order your pie below.

When you pick up your pie before Thanksgiving, we invite you to bring your family and friends to enjoy some treats and beverages with the team. In addition, for those who would like to participate, we will be taking collections for Toys for Tots this season. Through the gift of a new toy, Toys for Tots helps bring holiday joy and sends a message of hope to less fortunate children. The drive collects new, not gift-wrapped toys, books, and stocking stuffers for newborns to 14; check out their Amazon gift list for good ideas. We look forward to seeing you!

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PIE OPTIONS: Apple, Berry, Pecan, Pumpkin

ORDER BY: Thursday, November 7

PICKUP DATE: Tuesday, November 26, 9:30am-3pm -OR- Wednesday, November 27, 9:30am-3pm

LOCATION: 703 High Street, Palo Alto, CA 94301

We are on the corner of Forest Ave and High Street. There is limited parking available in our courtyard and additional parking on the side of the building accessible from High Street.

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Excellence implies striving for the highest standards in every phase of life
John W. Gardner

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  • 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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