Phoenix Financial Services Email Format

Financial ServicesNew York, United States51-200 Employees

Phoenix Financial Services is a mid-sized financial services firm based in New York City’s financial district. It offers services such as financial planning, retirement guidance, and evaluations of financial products, prioritizing a high degree of personalization. The firm claims to minimize conflicts that can arise at larger firms by refraining from market making and proprietary trading, and it operates as a fully disclosed broker-dealer. To safeguard client assets, funds and securities are held with clearing partners RBC Correspondent Services and COR Clearing. Positioned within the financial services sector, the company emphasizes tailored advisory and execution services rather than the broad product menus often associated with bigger institutions, serving clients within the local financial community.

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