June 07, 2024
We’re celebrating 25 years of helping clients experience brighter financial futures! Since our formation on July 1, 1999, we’ve remained dedicated to providing personalized, tax-smart advice tailored to each client’s unique needs.
To honor our past, we asked our team a few questions:
In the late 90s, regulatory requirements prompted us to establish a dedicated financial services division separate from our CPA firm. This move allowed us to provide comprehensive financial planning and implementation, bridging the gap between advice and action for our clients. With our in-house division, we can now seamlessly coordinate services, ensuring a holistic approach to our clients’ financial well-being.
– Ren Cicalese, CPA, PFS, CGMA – Managing Shareholder of The Alloy Silverstein Group
Personalized service and genuine care for our clients’ success. Unlike automated systems or inexperienced staff, our clients interact with Sue, my dedicated Administrative Assistant, who knows them personally and is genuinely invested in assisting them.
Our clients know that we are here to help, whether with financial areas or when they need referrals to other professionals. The financial impact is the obvious benefit, but we feel that just knowing they can rely on us when they need it is just as important.
– Ronald Donato Jr., CFP®, MBA – Director of Financial Services
We are grateful for the trust and partnership of our clients and look forward to continuing this journey together for years to come.
Keep reading about The Alloy Silverstein Group advantage and visit ASFinancialServices.com to learn more about Alloy Silverstein Financial Services, Inc.
