Specializing in personalized investment services for individuals & institutions

Sky's the limit

Our company is dedicated to fostering long-term, trusting relationships by conducting business with complete integrity.

Big Ideas

Our firm prides itself in offering unique strategies to help grow your assets even in the most turbulent of economic times.


Striving to establish an exceptional reputation, providing ideas with long-term investments that generate attractive returns.

Extensive Investment Experience

Despite ever-changing market conditions and numerous economic challenges, our experience makes it possible for the firm to provide well managed investment opportunities to investors, corporations, and high net worth individuals.

"An investment in knowledge pays the best interest."

Benjamin Franklin

The securities market is complex, and before you invest in it you will need to have some questions answered. What should you invest in, and when should you invest? What asset mix is best for your financial goals? What’s the difference between “allocation” and “diversification”? How much risk are you willing to take?

These are tough questions that Phoenix Financial Services' experienced financial professionals can help you answer. We realize that the markets are always filled with pockets of opportunities, but investors should recognize that these opportunities come and go. To navigate the markets intelligently, many sophisticated investors are looking for a different course. Some investors want strategies that go beyond conventional and unimaginative approaches.

Phoenix Financial Services can help you navigate the markets, whether the markets may be rising or falling. We may suggest hedging to minimize risk, or we may suggest that you seek to capitalize on the market decline. We are creative and honest, and our qualified staff will devote its resources to bring you cutting edge ideas, actionable recommendations and personalized service.

Annuities can provide you with tax-deferred growth and no IRS imposed annual contribution limits on non-qualified contributions. They can also provide you with an income stream in retirement that you cannot outlive. Annuities can also provide other benefits such as: tax-deferred interest and safety of principal. Investors purchasing variable annuities should consider the investment objectives, risks, and charges and expenses of the investment company carefully before investing. Please consult the prospectus which contains this and other information about the investment company. Investors should always read the prospectus carefully before investing in any variable product.

Need financial guidance? Let us help!

Warning! Better check yourself, you're not looking too good.