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 Vets, Military, Police, Firefighters, Teachers, Doctors, Nurses, Gov’t Employees, and anyone who provides serves to others. Being a retired vet and a former teacher makes us pride 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.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.
Securities America Form CRS. Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Strategic Investment Services and Securities America are separate entities. Mortgage Broker NMLS# 17391
1 Reviews
Dan (Dino) helped me plan for my retirement and set up college savings plans for my kids too. I liked the fact that he works closely with veterans to provide us with catered options based on our needs and timeline. I would recommend him to anyone that’s looking for an advisor.
1081 Reviews
Excellent Services!! I had been looking for a one stop shop for all my financial needs. Strategic Investment Services really cares about their clients and their future. If you need help with money management, Investments, Pension, 401k, etc. Please check them out, You won’t regret it. ~ Teonna Dionne ~
1081 Reviews
Been investing with Dan Bellina for greater then 30 yrs. We are now more then conformable in retirement. Thanks for helping us. Highly recommend ~ Ciro Setaro ~
1081 Reviews
I feel much better about my retirement and future. Their knowledge and experience has put me at ease. ~ Lindsey Olson ~
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