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TrustPilot
As of 11/03/26, Trustpilot is an independent third-party review platform and is not paid for or influenced by the Company, Crescent Securities Group, Inc., or the applicable broker-dealer representative. The methodology, criteria, and guidelines for each review can be found on the applicable third-party website. No compensation was provided to investors in exchange for reviews or testimonials. These ratings reflect customer experience with Phoenix Energy as a company and do not constitute a rating, endorsement, or prediction of the performance of any securities offered by Phoenix Energy.
4.9
Based on 557 Reviews
Better Business Bureau
As of 11/03/26, Better Business Bureau is an independent third-party review platform and is not paid for or influenced by the Company, Crescent Securities Group, Inc., or the applicable broker-dealer representative. The methodology, criteria, and guidelines for each review can be found on the applicable third-party website. No compensation was provided to investors in exchange for reviews or testimonials. These ratings reflect customer experience with Phoenix Energy as a company and do not constitute a rating, endorsement, or prediction of the performance of any securities offered by Phoenix Energy.
4.9
Based on 126 Reviews
As of 11/03/26, Google is an independent third-party review platform and is not paid for or influenced by the Company, Crescent Securities Group, Inc., or the applicable broker-dealer representative. The methodology, criteria, and guidelines for each review can be found on the applicable third-party website. No compensation was provided to investors in exchange for reviews or testimonials. These ratings reflect customer experience with Phoenix Energy as a company and do not constitute a rating, endorsement, or prediction of the performance of any securities offered by Phoenix Energy.
Testimonials
Hear From Current Investors1
The customer service is impeccable and JoAnn has been fabulous to work [with]!
...My wife and I had been looking [for] a great place to invest our [IRAs]. After searching and reading [Phoenix Energy] reviews, we made a decision to contact them. Cameron...
I received excellent [customer] service. Mr. Cameron Smart was able to answer all my questions and was very informative. He replied to my emails in a timely manner. I am...
The service Phoenix provides is very personal and detailed. You get an [account] manager assigned to you that can help you resolve any issues quickly and efficiently. Emails do not...