Our Financial Approach
Reliable Retirement Planning in Philadelphia
At Anchor Financial Group, we specialize in helping individuals and families in or near retirement by developing secure income plans, investment strategies, tax strategies, and estate planning. Based in Philadelphia, PA, we are dedicated to ensuring your financial security and peace of mind. Let us guide you toward a more stable and fulfilling future.
Contact us at (215)947-0606.
Expert Guidance for a Secure Wealth Future
We focus on a process-oriented approach to retirement planning, integrating income, tax, investment, health, college, and home equity planning. Our extensive experience helps us identify even small issues that may impact your financial security. We provide personalized strategies, ensuring every aspect of your retirement plan works together to secure your future.
A Legacy of Trust and Financial Knowledge Expertise
Since 1977, we’ve helped individuals navigate financial planning. With a passion for math and helping others, our founder began in the insurance business and earned a securities license in 1985. By staying independent, we’ve collaborated with top financial professionals to provide unbiased advice and exceptional service. Our mission is to inspire proactive wealth management through meaningful client relationships.