Welcome to Basis Financial

Basis Financial has been in business since 1997. During that time the economy has gone through various trends of market volatility; yet, we have always strived forward, developed, and grown our business.

Basis Financial has developed a reputation of dedicated service to many satisfied, long-term customers. Our services are delivered by specialists who look beyond individual transactions to structure customized solutions responsive to each client's needs. We continue to build on our tradition of innovation and outstanding service through close personal relationships and comprehensive, industry-leading capabilities. At Basis Financial you will receive the customized one on one attention that you deserve!

Our Services:

• We are a full service broker/dealer with trading platforms in stocks, bonds, options, foreign exchange and mutual funds.
• Our team of highly skilled and experienced brokers manage individual, joint, retirement, custodial (UGMA, UTMA), corporate and trust accounts.
• The investment banking division handles corporate financing, mergers and acquisitions.

Please visit our Learning Center to get more information on all the products and services we offer. We look forward to working with you soon!