The Financial Group of Philadelphia works hard to simplify your life so that you can retire comfortably. We've been helping people achieve these financial goals throughout Suburban Philadelphia, Bucks, and Montgomery Counties, and surrounding suburbs for 25 years.
At our first meeting, we get to know you before we discuss any of your financial information; where you grew up, your values, what kind of things are important to you, your lifestyle, family life, and your hopes and dreams. We want to get the complete picture so that we can better serve you. It’s also a time for you to get to know us. What are our philosophies? What can you expect when working with The Financial Group of Philadelphia? How do we serve our clients? Only by understanding your life experiences and your values can we develop a strategy that brings your life and money into balance.
We are a part of the community and have built our reputation on transparency and a commitment to providing the intensely personal service that you deserve.
What makes us special is this: our “minimum” is not a “financial number”, such as net worth, investable assets or household income; our minimum is a word: Nice … nice people. At The Financial Group of Philadelphia it’s all about YOU - your life, your story, your needs and concerns, your goals and desires.
Money is personal and no two individuals are exactly alike. You can count on the Financial Group of Philadelphia to deliver a strategy that puts you first; one that fits your distinct financial situation and future dreams.
Call us today and let’s talk about how The Financial Group of Philadelphia can help you. You are not alone; we will be there for you.