We believe that everyone deserves clear and objective financial education.
Since founding our firm in 1991, our mission has been simple: to provide financial education and personal financial service to people who have worked hard for their money.
For over three decades, we have had the privilege of serving our community by helping people better understand and take control of their financial decisions. We believe these decisions support your financial goals and dreams, and we are here by your side to guide you every step of the way.
At the Financial Group of Philadelphia, we specialize in providing financial education while implementing retirement, investment, and insurance solutions for individuals, organizations, and unions.
Paul is an alumni of Temple University's School of Business with a degree in Finance, and a member of the Million Dollar Round Table (MDRT). Million Dollar Round Table (MDRT) is an international association of leading financial professionals in our profession. Paul is a member of the Top of the Table, which represents the top 1% of financial professionals from around the world.
From the words of Benjamin Franklin: "Tell me and I forget. Teach me and I remember. Involve me and I learn." This philosophy guides our approach to financial education and personal service.