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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:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

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, RFC




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 

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