At-a-glance
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:
- 2
- 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
Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews
File a ComplaintBBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.