Phoenix Financial Group, Ltd
8801 W. Union Hills Drive
Peoria, AZ 85382
- Tax-advantaged investing
- College planning
- Retirement planning
- Investment portfolio analysis
- Estate planning
- Asset Management
- Retirement account rollovers
- 401k rollovers and establishment
- IRA rollovers
Hours of OperationMonday-Friday 9:00am to 5:00pm
Closed Saturday and Sunday
The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.
As Investment Adviser Representatives with NEXT Financial Group, Inc., a registered investment adviser, we can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them. We recognize the importance of getting to know you - your financial needs, your financial goals and your lifestyle.
Our office was established to provide ongoing professional advice to investors while helping them meet their individual investment objectives. We are able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows us to adjust your investment portfolio without requiring you to pay commissions. *
Working on a fee basis allows us to;
- Customize an investment portfolio that is designed to help you realize yourshort and long term investment goals.
- Provide simplified porformance reporting, making it easy for you to monitor your account.
- Support you with ongoing professional advice, timely information about your account and updates on the world's financial markets.
- Manage your portfolio and make investment changes without commissions*as your objectives or the economic climate changes.
If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact us.
* Nominal transaction charges may apply.
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8801 W Union Hills Dr, Bldg C
Peoria, AZ 85382
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Securities offered through Woodbury Financial services, Member FINRA/SIPC. Phoenix Financial Group, Ltd. is not an affiliate of Woodbury Financial Services. .