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Basic Concepts Financial Services, Inc. is a locally based, independent insurance agency specializing in group benefits and individual insurance products. Our firm holds exceptionally high standards and a commitment to partnering with our clients. It is based on the belief that our customers’ needs are of the utmost importance and our team is committed to meeting those needs. Life is a series of choices. Throughout your lifetime, you will make many isolated financial decisions about many areas of finance. In reality, the co... read more
52 Pine Creek Road, Suite 203, Wexford, PA, 15090, United StatesGet directions
|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.|
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.
Basic Concepts Financial Services Inc. has a 5 star rating with 1 review.
Basic Concepts Financial Services Inc. is closed now. It will open on Thursday at 8:00 a.m.