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Journey Financial Group, Inc.

EST. AUM
$276,837,194

CONTACTS
1

CLIENT ACCOUNTS
823

Firm Details

Metro area Chicago
CRD Number 123565
Website jfgplan.com
Client types

Overview

Journey Financial Group, Inc. operates as a financial planning firm and registered investment advisor, providing customized financial planning services to individuals and offering independent financial consultation to corporations. Their clientele comprises small to medium-sized business owners, professionals, individuals, and corporate executives. The company designs individualized financial plans for each client, considering their distinct financial objectives, and suggests appropriate actions to address their specific circumstances.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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