Value proposition

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.

Financial Advisory, Investment Banking, Private Equity, Venture Capitalist , Financial Services, Securities , and Broker Dealer