About
Overview
Firm Foundations Financial Group LLC
201 Penn Center Blvd.
Suite 400
Pittsburgh, PA 15235
BBB Accredited Since: 3/29/2023
Years in Business: 3
Payment methods:
Fee-based fiduciary firm.
BBB Accreditation & Rating
About This Business
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 and Services
Business Details
- BBB File Opened:
- 3/28/2023
- Business Started:
- 10/1/2021
- Business Incorporated:
- 10/1/2021
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- Lucas Wealth and Insurance Planning
- Business Management:
- Mr. Scott Lucas, Owner
- Mr. David Simeone, Managing Partner
Additional Contact Information
- Principal Contacts
- Mr. Scott Lucas, Owner
- Mr. David Simeone, Managing Partner
- Fax numbers
- Other Fax: (724) 875-2202
- Additional Websites
- Website 1
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)
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 Department. The expiration date of this license is 6/30/2026.
Pennsylvania Insurance Department
1326 Strawberry Square
Harrisburg PA 17120
Additional Information
- Other Resources
- Pennsylvania Department of Banking and Securities
17 N Second Street, Suite 1300
Harrisburg PA 17101
Phone Number: 800-722-2657
Fax Number: 717-787-8773
http://www.dobs.pa.gov
More Resources
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