C-PHASE FINANCIAL

C-Phase Financial is a fee-based financial advising firm that was founded to provide financial guidance for people of all ages and stages in life and of all levels of wealth. We strive to offer objective and prudent advice on an hourly, project, or ongoing basis. Trust, honesty, integrity, and authenticity are the backbone of the firm. It is our belief that personal finance is about more than money, it is about quality of life. We truly empathize with our clients by understanding their family dynamics, work, and social lives... C-Phase Financial specializes in the creation and management of diversified and balanced investment portfolios for all risk tolerances. Our founder, Thomas Tollefson, says "balanced is beautiful" and "steady eddy wins the race." He teaches and demonstrates that this type of investing is best in the long-term.

Primary location: Eden Prairie United States