Daniel J Bellina, RFC

President

305.234.0003
Dan@StrategicInvestmentServices.com

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

We especially love working with those Who have or are "Serving Those Who Serve" ie Veterans, Military, First Responders, School & Gov't Employees.  Being a retired vet and a former teacher makes us proud to serve those who serve.

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.

Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.

As a member of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they planned for.

For more information about our services, please call. We would enjoy learning more about your goals and dreams.