kathy
Alex and Lindsey helped us through the…
Alex and Lindsey helped us through the process of moving our IRAs from another company. Both Alex and Lindsey were patient (as we are novices at this investing thing) and professional. Such a great team. Hubby and I are grateful we found Phoenix Energy. We couldn’t be happier leaving our hard earned money in very capable hands.
Response from Phoenix Energy One, LLCMay 7, 2026
Thank you for your thoughtful review. We’re so glad to hear that Alex and Lindsey were able to make the IRA transfer process smooth and informative for you. We appreciate your trust in Phoenix Energy and are grateful for the opportunity to work with you both.




