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BBB Accredited Business since
The Group Financial & Tax Services
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This company offers financial advisor services under the brokerage of SagePoint Financials, Inc. Providing financial and retirement services.
Income Tax preparation under the "The Group Financial & Tax Services.
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A BBB Accredited Business since
BBB has determined that The Group Financial & Tax Services meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for The Group Financial & Tax Services include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
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Licensing, Bonding or Registration
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.
These agencies may include:
Financial Industry Regulatory Authority
1735 K St NW, Washington DC 20006
Phone Number: (301) 590-6500
The number is CRD# 2016454.
State of Hawaii Department of Taxation
PO Box 1425, Honolulu HI 96806
Phone Number: (808) 587-4242
The number is W01391460-01.
Type of Entity
Business ManagementMr. Alex Malinao, Founder