Strategic Investment Services - Miami, Florida

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Strategic Investment Services: A Trusted Financial Partner

For individuals and families seeking comprehensive and personalized financial guidance, Strategic Investment Services stands as a premier choice. Located at 14248 SW 158th Path, Miami, FL 33196, and reachable at Phone: 8772020004, this firm has cultivated a strong reputation for delivering exceptional financial planning services. Their website, Website: strategicinvestmentservices.com, offers valuable resources and insights for prospective clients.

About Strategic Investment Services

Strategic Investment Services specializes in providing tailored financial planning solutions. They operate under the guidance of experienced professionals, primarily focusing on helping clients achieve their long-term financial goals. The firm’s core competency lies in crafting robust strategies encompassing retirement planning, investment management, education savings, and wealth preservation – all designed to be adaptable to individual circumstances and evolving needs.

Key Features and Accessibility

What truly sets Strategic Investment Services apart is their commitment to client-centric service. They prioritize building lasting relationships based on trust and open communication. The firm is dedicated to ensuring accessibility for all clients, offering a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Furthermore, they provide a restroom for the convenience of visitors. Appointments are strongly recommended to ensure dedicated attention and a thorough assessment of your financial situation.

Client Feedback & Reputation

Strategic Investment Services boasts an impressive average rating of 4.8/5 based on 21 reviews on Google My Business. This positive feedback consistently highlights the firm’s responsiveness, knowledgeable advisors, and dedication to client success. Many clients appreciate the candid and straightforward approach offered by their financial advisors – a characteristic that fosters a strong sense of confidence and trust. The long-standing relationships they’ve cultivated suggest a commitment to consistent, valuable service.

Contact Information and Further Details

• Address: 14248 SW 158th Path, Miami, FL 33196
• Phone: 8772020004
• Website: strategicinvestmentservices.com
• Specialties: Financial Planner

Considering the positive client experiences and the firm’s commitment to accessibility and professional service, Strategic Investment Services represents a valuable resource for individuals seeking informed and reliable financial guidance. We strongly encourage potential clients to explore the resources on their website and to schedule an appointment to discuss their specific financial objectives.

To learn more about how Strategic Investment Services can assist you in building a secure financial future, we recommend visiting their website at strategicinvestmentservices.com and contacting them directly at 877-202-0004.

👍 Reviews of Strategic Investment Services

Alexa H.

5/5

Best financial advisors out there! Been with Dan for 6 years now (since I was 18 years old) and he has helped my boyfriend and I save money and invest all throughout college. Now because of him, I am able to be in law school with zero debt. Dan tells it like it is. They are the best!!

Lida

5/5

Daniel Bellina has been our financial advisor for me and my family for many years. His advice and guidance have been excellent. He is always available to help and to answer all my questions. I highly recommend him and his office.

Lucia C.

5/5

Strategic Investment Services has been an invaluable partner in guiding my financial decisions. Dan Senior's expertise and dedication have truly set them apart. His personalized approach and insightful advice have helped me navigate the complexities of investing with confidence. I highly recommend Strategic Investment Services, especially with Dan Senior at the helm!

Oscar C.

5/5

For over 35 years I have been a client with Strategic Investment Services. The entire staff are total professional at their skills of managing financial issues. I have never been given information that want supported with facts. If your's uncertain about which way you want to go with your financial goal, I would say seek out the information using Stategic investment, Mr. Bellina. I since starting investment, have use only Mr. Bellina, guidance and I feel comfortable and please about how he and his staff have directed me on the right path.
He cares about people, he want steer you wrong.
Oscar Cunningham Jr

Louellen W.

5/5

Love these guys! They know their stuff. I've been with them for many years and they have done well for me!

Teonna D.

5/5

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.

Jairus D.

5/5

Has been managing my money for a couple of years now. I love his work...

Ciro S.

5/5

Been investing with Dan Bellina for greater then 30 yrs. We are now more then conformable in retirement. Thanks for helping us. Highly recommend