Tailored and relevant personal financial strategies from a CPA you already trust.

Personal Financial Services

Personal Financial Services

Personal Finances + Tax Strategy

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cpa-iconSeveral of the firm’s CPAs have achieved accreditation as Personal Financial Specialists (PFS) by the AICPA, validating their extensive tax expertise combined with comprehensive knowledge of financial planning.

Often times when working with businesses on taxes or management consulting, opportunities may arise for business owners, partners, and/or shareholders to address their personal financial affairs with one of Alloy Silverstein’s Personal Financial Specialists. In addition to your annual tax return, our professionals can work with you 12 months a year for financial planning, estate planning, trust set-up, investment planning, and risk management evaluations, along with funding long term care and educational needs of your children.

After current financial status is examined and short- and long-term goals are set, appropriate strategies are developed to achieve those goals. As with a business, regular performance evaluations will determine whether the current plan is still achieving the desired results.

For more extensive wealth and investment management strategies, ask your Alloy Silverstein CPA to introduce you to our Alloy Silverstein Financial Services, Inc. financial advisor.

Alloy Silverstein Financial Services, Inc. offers securities through Avantax Investment ServicesSM, Member FINRA, SIPC. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Alloy’s Personal Financial Services experts:
JB Financial Associates is now Alloy Silverstein.
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