CALIFORNIA CONSUMER

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 over 30 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 us? 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... As an independent privately owned firm, our focus is on developing trusted relationships with each of our clients so that you can count on us to be there..

Primary location: Yardley United States