Basile Financial Group, Inc. Achieve your goals.
Work with an independent, experienced full-service financial planning and an experienced tax firm.
About Us
Planning Futures
Since 1984, we have helped families and businesses achieve their objectives with their portfolios. Have questions about investments, taxes, retirement, and/or estate planning? We would be glad to help.
Our Approach
We discuss with you your goals and assess if your current investment portfolio will meet your objectives. If necessary, we will recommend a custom-tailored investment strategy that will consider your risk tolerance and time horizon. We can then help you implement your strategy and provide ongoing support, monitoring, and adjustments designed with your goals in mind. Our fee structure will be discussed before any implementation of a recommended strategy.
Why Us?
Our firm is a family owned and operated organization. We work as a team assisting our clients with all of their financial needs, from goal-setting and investment management to tax preparation and planning. We are an RIA (Registered Investment Advisor) firm who are fiduciaries, which means we will always act in your best interest at all times. We earn more when you earn more.
Our Team
Robert J. Basile, MBA, CFP®, CPA
Robert J. Basile, MBA, CFP®, CPA
Robert J. Basile, MBA, CFP®, CPA
Robert J. Basile has worked in the financial services industry for over 50 years. He guides our clients through the complexities of tax, investment, and other areas of financial planning as a CPA (Certified Public Accountant)
and Certified Financial Planner (CFP®).
Robert D. Basile
Robert J. Basile, MBA, CFP®, CPA
Robert J. Basile, MBA, CFP®, CPA
Rob D. Basile has worked in the financial services industry since 1999. He has guided clients through the different aspects of the financial planning process, and adheres to the principles of honesty, integrity, and competence. He is currently a candidate for the CFP® exam and enrolled in the graduate program at the College for Financial Planning to earn an M.S. in Personal Financial Planning.
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