Serving Those That Serve - Specialized in Investment and Loan Programs for Heroes
Specialize working with High Networth individuals & Retirees. We love serving our Veterans, First Responders, School / Gov't Employees, Church, Small Businesses and anyone who provides a service to others. As well as regular people looking to set up a strong financial foundation.
Being a retired veteran and a teacher ourselves, makes us proud by serving those who serve. Assisting small businesses to grow and save on taxes as well. We work with your Accountant & Lawyer for your best needs.
We are NOT a Bank, Major warehouse or Insurance company. We are an Independent Financial Services Firm. Your success is our success. We work for YOU.
Our order of life is God, Family, Friends, Country and Financial Success. What are your gifts? Let's talk.
Financial Advice Shouldn't Be Complicated.
We work with clients throughout the USA and our Military serving overseas. (Call to see if we can assist you) See how we can help you pursue your goals and secure a multi-generational legacy.
We provide comprehensive wealth management, including strategic and tactical planning. Our clients appreciate the value we offer and our personalized attention, because our top priority is to serve our clients First, Last, and Always.
Proactive Advisor Magazine Article
Daniel J. Bellina is the founder and president of Strategic Investment Services, an advisory firm based in Miami, Florida. Mr. Bellina has over four decades of experience in the financial-services industry, guiding clients toward achieving their financial goals.