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Phillip James Financial is a trusted financial advisory firm located in the heart of Minneapolis MN. With a focus on personalized financial planning and investment strategies they help clients navigate their financial journey with confidence. Their team of experienced advisors is dedicated to providing comprehensive services tailored to meet individual needs and goals. Generated from this place's information

The further you go in your financial life, the more complex it becomes. Thats why you need a partner who can help you plot a course. The Edelman Financial Engines office in Minnetonka is here for you, serving Minneapolis and its western suburbs, including Eden Prairie, Edina, Plymouth, Lakeville and Woodbury. Whether youre accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. David Beise is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Minnetonka, MN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.