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Reviews for Alloy Silverstein Financial Services, Inc.
Add your commentAlloy Silverstein Financial Services, Inc.
900 Kings Hwy N, Cherry Hill
Directions Call Website Suggest an Edit
900 Kings Hwy N, Cherry Hill
Directions Call Website Suggest an Edit
5 out of 5 starsAlloy Silverstein is top notch when it comes to information, helping small businesses, and helping minority and women-owned businesses, like mine, to thrive. There webinars are accessible, well-organized, and have excellent graphics. Specifically.... Chris Cicalese, CPA, is approachable, FAST, and effective. What an award-winning team!
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 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.