Securities
Securities
Your Financial Goals Within Reach
We have made a significant investment in a vehicle which controls a broker dealer operating under the name Phoenix Financial Services. We believe owning a broker dealer and thereby being able to offer such services to our clients and to utilize such a license when necessary in a given business transaction is a benefit to our clients and our organization.
Our broker dealer has offices on Wall Street in New York, on Long Island in New York and also in Ft. Lauderdale, Fl. There are presently approximately one hundred financial professionals affiliated with the operations. The operation is a member of FINRA and SIPC.
At a Glance
- Strategic partnership with Phoenix Financial Services
- Tailored investment strategies for outperforming the market
- Comprehensive wealth management and retirement planning
- Dedicated brokers committed to exceptional service
- Proactive investment monitoring for enhanced long-term returns