PFS Investments | Gilbert, AZ

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

• Check
• PayPal
• Square Cash App
• Venmo
• Zelle

Services Offered

Accounting needs

• Bookkeeping
• Preparing fin. statements
• Preparing tax returns
• Managing AR and AP

Entity type

• Individual or sole proprietorship
• Partnership
• C-Corp / Corporation
• S-Corp
• Non-profit

Industry

• Sales & marketing
• Healthcare
• Technology / IT
• Manufacturing
• Financial services
• Education
• Retail / consumer goods
• Real estate
• Other
• Construction
• Non-profit

Annual income

• Less than $100K
• $100K - $500K
• $500K - $1M
• $1M - $5M
• $5M - $10M
• Greater than $10M

Accounting software

• QuickBooks
• Quicken
• TurboTax
• Xero
• NolaPro
• Sage

Work location

• My customers travel to me
• I travel to my customers

About

My Passion! I am not only Licensed in the area of Financial Planning and Securities but I have a heart for helping people. This is what I love to do.

I love all areas of Personal Finance and have been a part of it for the past 15-20 years,

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License

• • License Holder: James Lanphere
  • License Type: Broker (Securities) (AZ)
  • License number: #7817511
  • License verified on 7/24/2025
  • Valid through 7/24/2027

Verification

• Background Check
  • James Lanphere
  • Completed on 7/24/2025

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