Retirement / legacy investing My husband and I made investments with Phoenix and being new to the investment end of things, your Staff was extremely patient, honest and helpful in directing us to the best investments for our needs. Things went smoothly and they have totally followed through with everything they said. We are especially impressed with it being a christian, family oriented business. We will definitely recommend to family and friends looking to invest.

Best Investment Possible ! I have only been invested with them for a year. I have NEVER had a late interest payment! I have just under $100k invested and if I had more I certainly would invest more. Thanks to the entire team, calling out Matt and Chris on this - Excellent!!!

Beware don’t waste your time and money Biggest mistake I’ve made with my finances. I was looking to invest sent my money in, in October and it was never invested. The claims were waiting for an opening to place my money into an IRA. They touch base with me from time to time to reassure me as soon as there was an opening they would be placing my money in a IRA the account. Still a bit confused about what that means. A total waste of time and money. I lost so much interest on my would’ve been $20,000 investment. Finally after six months of waiting I moved my money to a different IRA account. I’m just sorry I actually trusted them.

Phoenix Capital Group - Exactly as Advertised! Phoenix Capital Group has proven to be a great investment option. They do what they say they are going to do and they do it when they say they are going to do it. I am shifting more of my retirement to them as I feel very comfortable with this investment.

The customer service is excellent to…very good! The customer service is excellent to very good because the contacts made with all facets of Phoenix and their connection to Advanta made for fairly smooth transitions of the money invested. All were friendly and helpful and available most of the time to answer questions or concerns.