Phoenix Financial, Incorporated

Independent financia, investment, and insurance planning Our firm provides comprehensive, individual wealth management and company benefit planning services to corporate executives, professionals, business owners, and other like-minded clients. We ut...

Independent financia, investment, and insurance planning Our firm provides comprehensive, individual wealth management and company benefit planning services to corporate executives, professionals, business owners, and other like-minded clients. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, benefit plan, and retirement. Recommendations are customized to specific needs, circumstances, and goals. The associates have over fifty years cumulative planning and investing experience.