They lost us a chunk of money, then charged us for the privilege. Then we got our tax forms, and they had sold a boat load of stock for short term losses, and I can't even take it off against the...
Carol S.
4/5/2016
(1)
The Philadelphia Group, through its Independence Square Advisors division based in King of Prussia, PA, is an SEC Registered Investment Advisor dedicated to wealth management for individual investors, business owners, and independent financial advisors across the nation. With $1.2 billion in assets under management and a team of 37 advisors, they provide comprehensive services including retirement plan consulting, investment co-fiduciary support, and insurance protection to navigate life's financial complexities.
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They lost us a chunk of money, then charged us for the privilege. Then we got our tax forms, and they had sold a boat load of stock for short term losses, and I can't even take it off against the...
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