Oracle Financial Group
  • About Us
  • Commitment
  • Fiduciary
  • Philosophy
  • Biography
  • Practice Areas
    • Investment Strategy
    • Retirement Planning
    • Tax Preparation
    • Insurance
  • Privacy Policy
  • Account Access
  • Contact Us
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​Oracle Financial Group, Inc., a Pennsylvania Registered Investment Advisor, considers client privacy central to our client relationships. The trust and confidence of our clients is our top priority. We are committed to maintaining the confidentiality, integrity and security of our current, prospective and former clients’ personal information.

To provide you with the best possible financial service, we may obtain, retain and use client information to fulfill our clients’ stated financial goals, and be in compliance with legal and regulatory requirements. This information may come from sources such as meetings, discussions, account applications, tax returns, insurance applications and other forms of written, electronic and verbal communication. We do not sell, exchange or disclose client information with outside organizations unless the third party is essential to our operations or required by law.


At Oracle Financial Group, Inc., we appreciate your business and do all we can to protect the confidentiality and privacy of your personal information. No confidential information will be disclosed except:
   1) we believe that the disclosure is required under law to cooperate with regulators or law enforcement authorities;
   2) someone who acts in the capacity as a fiduciary on your behalf; and

   3) to service and maintain client accounts.
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​To further safeguard client information, we maintain password protected systems, firewalls, current anti-virus and anti-spyware software, and email encryption where possible.
Oracle Financial Group, Inc. (“Oracle”) is a registered investment adviser offering advisory services in the State of Pennsylvania and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Oracle in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Oracle, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Oracle Financial Group, Inc. - 215.546.2933 - [email protected]
Copyright © 2021
  • About Us
  • Commitment
  • Fiduciary
  • Philosophy
  • Biography
  • Practice Areas
    • Investment Strategy
    • Retirement Planning
    • Tax Preparation
    • Insurance
  • Privacy Policy
  • Account Access
  • Contact Us