We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Daniel J Bellina Sr
President | Securities Principal
I ‘m blessed to have been in the investment field since 1979. Have never worked for a bank or insurance company. We are NOT a Bank, Major warehouse or Insurance company. We are an Independent Financial Services Firm. Your Success is our Success.
Licensed 1984 in Stuttgart, Germany. Love serving our Veterans, First Responders, School / Gov't Employees, Church, Small Businesses and anyone who provides a service to others. Being a retired Veteran and a teacher makes us proud by serving those who serve. Assisting small businesses to grow and save on taxes as well. Working with your accountant & lawyer for your best needs.
In my past life I served this Great country from 1971 - 1992 as an Airborne Infantryman. Positions from Private to Battalion Sergeant Major
Leisure time. Love spending time with family (especially Grandchildren). Golf, parachuting, scuba, and cooking. La Dolce Vita.
My order of life is God, Family, Friends, Country and Your Financial Success.
Summary of Qualifications
Compare Advisors on Broker Check
Schedule Meeting below
Office Manager | Real Estate Associate
I am blessed to have been in the Real Estate and finance field since a young age. Real Estate and finance are my family business. Family is the most valuable asset. We are about protecting and providing life’s greatest riches. I am a mom of two wonderful boys and I know that my success is their success. That is the reason that I want to help people to achieve their financial independence. Financial freedom is a mental, emotional, and education process. We are here to coach you in this process.
My core values are R-E-A-L-I-T-Y:
Relationships - add value to others;
Excellence- be excellent at what you can;
Attitude- determines your latitude;
Love- love hard ,live right, and pray often;
Integrity- never violate your personal and professional integrity;
Truth- seek it;
Youth- see life through a child’s eyes.
Summary of Qualifications
In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.