Phoenix Financial Services

Based in New York, Phoenix Financial Services has operated as a full-service financial company since 2006. A member of FINRA, MSRB, and SIPC, the company offers support across a diversity of areas, ranging from the optimization of annuities for retirement planning to the analysis of various investment products. As opposed to many of the “supermarket” firms comprising the world of finance, Phoenix Financial Services prioritizes personalized service to every client.

Furthermore, the company’s representatives are always prepared to address a wide range of monetary topics and concerns that clients may encounter over the course of their work days, meeting each challenge with innovation and transparency. Phoenix Financial excels when it comes to working with clients preparing for an initial public offering. The company is also well versed when it comes to the latest Securities and Exchange Commission legislation for broker-dealers and utilizing broad markets for raising capital, among a number of additional areas of focus.

Representatives can be reached by calling (212) 776-4187 or emailing [email protected].