Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City. Phoenix Financial Services was formed to provide a high level of personalized service, which we feel has been lacking at the big “supermarket” financial firms.
Our representatives are fully equipped to help you through the multitude of financial questions that you may come up with on a day to day basis. Our firm is designed to be able to provide you with all of your financial services needs including: financial advice, retirement planning, and financial product analyses.
We also do not have potential conflicts of interest with our clients that many larger financial institutions can have due to market making, proprietary products, and proprietary trading.
To maintain our exceptionally personalized service while still providing a high level of trading execution, Phoenix Financial Services has chosen to be a fully-disclosed broker dealer. This means that all customer funds and securities are safely held with our clearing agents RBC Correspondent Services and COR Clearing.
Company Details
- Employees
- 136
- Address
- 100 Wall Street, 10th Floor, New York,new York 10005,united States
- Phone
- 15163059438
- in****@****inc.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- phoenixinc.com
- Keywords
- Financial Advisory, Investment Banking, Private Equity, Venture Capitalist, Financial Services, Securities, Broker Dealer.
- HQ
- New York, New York
Phoenix Financial Services Questions
Phoenix Financial Services's helpline number is 15163059438
Phoenix Financial Services's website is phoenixinc.com
Phoenix Financial Services's LinkedIn profile is https://www.linkedin.com/company/phoenixinc
Phoenix Financial Services has
136 employees.
View email and phone details for 136
employees at Phoenix Financial Services.
Phoenix Financial Services's industry is
Financial Services
Phoenix Financial Services's top competitors are
Broadstreet Global,
Campgaw Mountain Ski Area,
Mandel Realty Corporation,
Phoenix Financial,
Phoenix Financial,
Phoenix Financial Services Llc,
Phoenix Financial Partners,
Phx Financial, Inc.,
Finra,
Saugatuck Financial.
Phoenix Financial Services's support email address is info@phoenixinc.com
Phoenix Financial Services's categories are Financial Services
