Resourcesphocus2025-12-08T00:14:24-07:00

Resources

View My Accounts

View My Accounts

View My Accounts

My Phocus Planning Portal

Risk Tolerance Survey

Weekly Market Update

View Market Update

Fiduciary Briefcase

401(k) Fiduciary Briefcase

Instant Life Insurance

Please fill out the following form for an insurance quote from Quilty.

Investment advisory services offered through PFG Advisors, LLC, an SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. [Insert DBA], PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies.

Regulation Best Interest: Government Guidelines and Updates

phocus2022-10-05T06:24:30-07:00October 14th, 2021|Comments Off on Regulation Best Interest: Government Guidelines and Updates

In our ongoing commitment to keep you informed with the most recent changes in our industry and any new regulations that govern how we provide investment recommendations to you, we wanted to provide the most [...]

Phocus Financial – Phoenix:
7600 N 16th Street, Suite 100
Phoenix, AZ 85020
(NW Corner of Morten & 16th Street)
Phone: (602)955-7705

Phocus Financial

Public Pension Services

Phocus Retirement Services

Phocus Financial – Phoenix:
7600 N 16th Street, Suite 100
Phoenix, AZ 85020
(NW Corner of Morten & 16th Street)
Phone: (602)955-7705

Phocus Financial – New Mexico:
500 N. Main St., Ste. 44
Roswell, NM 88201
Phone: (575)622-1008

Phocus Retirement Services:
1921 S. Alma School Rd., Suite 307
Mesa AZ 85210
Phone: (480)436-7975
www.phocusfinancial.com

Equitable Branch Office
14851 N. Scottsdale Rd., Suite 103
Scottsdale, AZ 85254
Branch Phone: (480)444-3700
Branch Fax: (480)922-5203
www.equitable.com

Phocus Financial

Phocus Retirement Services

Public Pension Services

Investment advisory services offered through PFG Advisors, LLC, an SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. [Insert DBA], PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies.

Not FDIC/NCUA Insured | No Financial Institution Guarantee | May Lose Value

[Name(s)] are registered to conduct securities business in [list applicable states]. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than [list applicable states].

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Check the background of your financial professional on FINRA’s BrokerCheck.

© Copyright 2025 | Phocus Financial | All Rights Reserved | Website by SP Marketing Experts