Phoenix Financial Services Employee Directory

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 the company feel has been lacking at the big "supermarket" financial firms. The company's representatives are fully equi... pped to help you through the multitude of financial questions that you may come up with on a day to day basis. The company's 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. The company also do not have potential conflicts of interest with the company's clients that many larger financial institutions can have due to market making, proprietary products, and proprietary trading. To maintain the company's 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 the company's clearing agent RBC Capital Markets, LLC. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC).Read More