Business ProfileforFirm Foundations Financial Group LLC
At-a-glance
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Overview
Firm Foundations Group LLC leverages a multi-advisor approach to bring clarity through the financial planning process, providing clients perspective and confidence for their future. We do this in and through the following areas: Investment Management, Tax Planning, Retire Planning, Insurance Planning, Estate Planning, Business Planning, Education Planning.
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser. 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Firm Foundations Financial Group LLC is not affiliated with the CFD companies.
Products & Services
Business Details
- Location of This Business
- 201 Penn Center Blvd. Suite 400, Pittsburgh, PA 15235
- BBB File Opened:
- 3/28/2023
- Years in Business:
- 3
- Business Started:
- 10/1/2021
- Business Incorporated:
- 10/1/2021
- Accredited Since:
- 3/29/2023
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of 6389274 for this business, issued by Financial Industry Regulatory Authority (FINRA)
These agencies may include:
Financial Industry Regulatory Authority (FINRA)
1735 K Street
Washington DC 20006
BBB records show a license number of 507309 for this business, issued by Pennsylvania Insurance DepartmentThese agencies may include:
Pennsylvania Insurance Department
1326 Strawberry Square
Harrisburg PA 17120
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Business Name
- Lucas Wealth and Insurance Planning
- Business Management
- Mr. Scott Lucas, Owner
- Mr. David Simeone, Managing Partner
- Contact Information
Principal
- Mr. Scott Lucas, Owner
- Mr. David Simeone, Managing Partner
- Additional Contact Information
Fax Numbers
- (724) 875-2202Other Fax
Website Addresses
- (724) 875-2202
Customer Complaints
0 Customer Complaints
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