Daniel (Dino) Bellina, RFC
President
877.202.0004 Dan@StrategicInvestmentServices.com
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
We love working with those who serve others. Veterans, First Responders, Teachers/ Admin, Doctors, Nurses, Staff, Government Employees. As well as Small /Mid-size Businesses.
We want to help you build a strong foundation that will help your financial journey through life
Strategic Investment Services is an independent advisory firm that has been "Serving Those Who Serve" for over 40 years.
Strategic Investment Services is a premier financial advisory firm dedicated to empowering clients with comprehensive investment strategies and personalized asset management. We specialize in crafting tailored portfolios that align with our clients’ financial goals and risk tolerance.
At Strategic Investment Services, we believe in a proactive approach to wealth management.
Our services include
- Portfolio management
- Retirement planning
- 401ks
- FRS (Florida Retirement Savings)
- Home & Commercial Loans
- College Savings (529 Plans)
- Multiple types of insurance
- Independent Digital Contractors and Creators tax and retirement planning
Feel free to reach out for a complimentary initial financial evaluation.