This profile has been claimed by the business owner or representative.
Alloy Silverstein Financial Services has been providing sound, personalized financial advice since 1999. We exist to brighten financial futures and to provide our clients with the correct tools to be confident about achieving their goals. Our team provides tax-optimized wealth management services through client-focused, comprehensive and proactive advice. Please note our other location at: 165 North White Horse Pike Hammonton, NJ 08037
900 Kings Highway North, Suite 101, Cherry Hill, NJ, 08034, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:00 a.m. to 5:00 p.m. | |
Tue | 8:00 a.m. to 5:00 p.m. | |
Wed | 8:00 a.m. to 5:00 p.m. | |
Thu | 8:00 a.m. to 5:00 p.m. | |
Fri | 8:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Alloy Silverstein has handled the accounting for our large real estate funds for several years. Always extremely professional and they have always been on target with their advice on some extremely complicated issues. If I call and my contact(s) are not available - I can count on receiving a call back shortly afterward and that is something that you rarely find even in much smaller firms. Would definitely recommend them for any of your tax/accounting needs.
Alloy Financial Services is commission oriented and not client oriented. I have lost huge amounts of money in their "conservative" client "protected " investments which they are not. Be very careful and wary if deciding to invest in their conflict of interest investment vehicles with very high commission rates. I certainly regret it. This may also be why there is such a high turnover with their financial planners.
Alloy Silverstein Financial Services has a 5 star rating with 1 review.
Alloy Silverstein Financial Services is closed now. It will open tomorrow at 8:00 a.m.