Phoenix Financial Services
Joseph A. Shabrack is an accomplished financial professional with extensive experience in wealth management and mortgage lending. Currently, Joseph serves as a Private Client Advisor at Phoenix Financial Services, delivering comprehensive wealth management solutions that include private equity transactions, estate and retirement planning, and life insurance. Concurrently, Joseph holds the position of Senior Mortgage Advisor at Garden State Mortgage Corp, where a wide range of lending options is provided. Joseph's career also includes significant roles at Bond Street Mortgage LLC, Bank of America, Peapack-Gladstone Bank, and several other financial institutions, showcasing a strong background in relationship management and investment consulting. Joseph possesses multiple licenses, including the NMLS MLO License and FINRA Series 7, 63, and 66 certifications.
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Phoenix Financial Services
Phoenix Financial Services is a full service financial services company headquartered in New York