Broker Check


Do you have Questions?

We realize this may be your first time working with a financial planner and we welcome your questions. Here are some of our most frequently asked questions.

Q: Will I need to pay for our first meeting?

 A:  No, our first meeting is a get-acquainted meeting for you to determine if we are a good fit. If you decide to work with us, then we will get into the details of your financial goals.

Q: Why do I need to meet with you when there are online tools for investing and insurance?

A: Online tools are convenient, but they aren’t personal. When we work with you, we develop a plan for you based on your individual goals, and we provide ongoing monitoring and implementation. What works for you today may not work tomorrow. We can adapt our services to your needs as they fluctuate.

Q: Do I need to have a lot of money saved before I can work with you?

 A: No, we work with people of all wealth levels. Our goal is to provide personal service as we empower and educate you along the way.    

Q: How much does it cost to work with you? 

 A: Our compensation varies according to the customized services you choose. No matter what financial plan we develop for you, we disclose all fees and costs with complete transparency.

Q: Who can benefit most from your services?

A: Anyone seeking financial peace of mind can benefit from our services. We serve people at all income levels, no matter what the starting point is. Clients are welcome to work with us one time, as needed or on an ongoing basis. Our preference is to develop a lasting relationship so that we can support you as your needs change over time.

Q: Can I be your client if I don’t live in the Philadelphia area?

A: Yes, with today’s technology we can serve clients nationwide.

Q: How long have you been in business?

A: Premier Financial Group was founded in 1988. We have over 150 years of combined experience between our 7 advisors.

Q: Should I consider comprehensive financial planning?

A: Some clients choose to work with us on a transactional basis while others choose comprehensive financial planning. If you’re looking to develop a long-term strategy for managing your assets, comprehensive financial planning can provide a foundation for lasting financial growth.

Q: How can I get started?

A: The first step is an initial inquiry from you. Contact us and our team will connect you with one of our advisors. Or you can reach out to one of our advisors directly.