Basile Financial Group, Inc.
&
Business Financial Services, Inc.
Achieve your financial goals. Retire with dignity.
We pride ourselves in serving our clients' best interest through Financial Advisor, Tax Advisor , & Bookkeeping services under one roof. Are you curently getting the best financial and tax advice? Are financial decisions being made without a thorough understanding of tax benefits/risks? Ask us how we can help you make decisions with confidence.
Financial Services
Accounting & Tax Services
- Financial and Life Goal Setting & Planning
- Retirement Planning & Management
- Education Planning
- Life Insurance Planning
- Legacy Planning & Funding and more...
- Tax Preparation for Individuals
- Tax Preparation for Businesses
- Accounting Bookkeeping Services for Businesses
- Financial Statement Preparation
- Education Planning and more...
Why Us?
Our firm is a family owned and operated organization. Since 1984, we have helped families and businesses achieve their objectives. We work as a team assiting our clients with all of their financial needs, from goal-setting and investment management, to tax preparation, planning, bookeeping, and many more services needed by a business and corporation. To best serve our clients, all members of our companies complete continuing education requirements to stay curent with industry changes. Have questions about investments, taxes, retirement, and/or estate planning? We would be glad to help.
Our Approach
We pride ourselves in a non pressure, inclusive aproach. We discuss and review your personal goals and assess if your current investment portfolio and business resources will meet your objectives. If necessary, we will recommend a custom-tailored strategy for all resources available to you under one roof that will have our clients best interest in mind for both financial planning and tax planning.
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Our Location
Basile Financial Group, Inc. & Business Financial Solutions, Inc.
2454 N. McMullen Booth Rd., Ste. 700, Clearwater, Florida 33759, United States
Office: 727.487.2611
Email: info@basilefinancial.com
Hours: By appointment.
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Basile Financial Group, Inc., Business Financial Solutions, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Basile Financial Group, Inc. a Registered Investment Advisor in the States of Florida, New York and Colorado. Tax & Accounting services are offered through Business Financial Solutions, Inc. an affiliated company.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of FLorida, New York and Colorado or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.