Mike Phan, Financial Advisor located in Tracy, CA

Financial Advisor
Mike Phan

1026 B Street, Tracy, CA 95376opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Sustainable Investing
  • College Savings

Personal Interests

  • Board Games
  • Movies & Entertainment
  • Pets
  • Fine Dining
  • Traveling

Team Members

  • Kristina Brachna
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(209) 833-1325

Fax

(888) 655-4939

Office Address

1026 B Street
Tracy, CA 95376opens in a new window

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