Founded in 2006, Phoenix Financial Services is a full-service financial firm located in the heart of New York City's financial district. They aim to fill the gap left by larger financial institutions by offering a high level of personalized service. Their representatives are equipped to assist clients with a wide range of financial questions and needs, including financial advice, retirement planning, and financial product analysis. Unlike larger firms, Phoenix Financial Services avoids conflicts of interest that can arise from market making and proprietary trading. They are a fully-disclosed broker dealer, ensuring the safety of customer funds and securities. The firm specializes in alternative investments for high net worth individuals, family offices, and small to mid-size institutions, with the goal of complementing existing investment portfolios.