Kyle D. O’Brien joined Phoenix Financial Group, Ltd (PFG) in 2007 after working with the public for 7 years. He is an Investment Advisor Representative, and holds FINRA Series 7 & 66 through NEXT Financial Group, Inc. (NEXT). Kyle also holds a State of Arizona insurance license in health, life and variable life/variable annuity products.   Being a representative of NEXT gives Kyle access to a wealth of opportunities to research investment strategies, market conditions and financial trends and increase his financial education.

 

Along with all the representatives at PFG, Kyle believes that one of the best ways to provide for your financial needs is teamwork. The combined team at PFG represents over 60 years of experience assisting clients in meeting their insurance & financial needs and includes four Investment Advisor Representatives one of which is a CERTIFIED FINANCIAL PLANNER™ Practitioner. 

 

Today’s investment climate is challenging and requires a complete understanding of a wide variety of investment vehicles and options. Kyle is committed to researching the changing market and finding the best possible investment strategy for your individual short term and long term goals and objectives. To reach that level of understanding Kyle will conduct an in-depth personal interview with prospective clients including but not limited to; current lifestyle, desired lifestyle, family status, financial history & investment objectives.

 

 

CFP, CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completed the CFP Board's initial and ongoing certification requirements.