Login or sign up
For business

Phoenix Financial Group

4.6· 10 reviews
Average ratingExcellent
4.6/ 5

Based on 10 reviews

590%
40%
30%
20%
110%
Ask AI

Ask AI about Phoenix Financial Group

Generated with AI from 10 reviews on Trustburn

AI-generated from reviews on this page. Verify anything important with the company directly.

Connie Compton
Reviews 1

While I have not confirmed with Robert, I'm guessing based on other reviews that Phoenix Financial is a franchise/group with many offices across the nation. I was fortunate enough to get matched with Robert Moody in Colorado and he has helped me with two separate issues. Robert Moody is professional, courteous, and helpful. I am not a fan of Phoenix's cold calling techniques to get business(let's be honest, noone wants to get those annoying calls that others know you owe back taxes), but I would do business with Robert again in an instant.
He and his assistant "held my hand" and helped me get a payment plan that I could afford and then when I missed a deadline of filing w-2s that my payroll company was supposed to have filed, he helped me get the civil penalty abated.
I would give him 6 stars if I could.

Lori Montgomery
Reviews 1

I have worked for this company for nearly 10 years. They have always been professional, knowledgable, honest, appreciative and an all around great group of people. They truly care about their employees and getting the job done right for their clients. Should I ever need this type of service Phoenix Financial Group would undoubtedly be the company I would choose.

Mona D
Reviews 1

It's beyond stressful when you run afoul of the IRS. I cannot emphasize enough what a great company this is to work with. In particular, Daniel is knowledgeable, calm, and goes way above and beyond to make sure you get the very best assistance you could hope for. He works on your account like it was his own. The communication is fantastic, I don't think there was more than once or twice that he personally did not pick up the phone when I called. I really don't think you could find a better company to assist you.

Stephanie Mcginity
Reviews 1

I spoke with John Wason who helped me not only file my 2019 taxes but also helped with relieving my stress with my tax debt. I would recommend this company to anyone who comes across any issues with the IRS or state. Thank you for all your help! I can finally sleep at night!

John Stephan
Reviews 1

This group clearly targets people who are uninformed and afraid. After telling them I was already working with a local tax office and was not interested in their services they continued to call my office. The final straw was when one of their employees started ARGUING with me when I told them to stop calling me. This is one of the least professional outfits I've ever had the displeasure of hearing from.

ana carrete
Reviews 1

Phoenix financial really helped my dad with his tax issues. He had looked into other financial groups but found that Phoenix financial was the best suited. They made sure to get him properly set up quickly and efficiently with no hassle and at a good rate ! They were also able to keep my dads bank accounts protected so he could save money and pay his taxes. The people on the phone were also very polite and easy to communicate with, which is always a plus !

News

No news yet. This is where the business shares its own updates and press.

Photos

No photos yet. Photos shared by reviewers will show up here.

Widgets

Boost your business trust by displaying a widget on your website — a simple way to convert your visitors into customers.

Get the widget for your site →

About Phoenix Financial Group

No details yet.