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 when you need us. Your finances are personal and at The Financial Group of Philadelphia, we take that very seriously. We take the time to understand how you feel about your money and partner with you to build a strategy designed to help you achieve your life goals.
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.