Strategic Investment Services - Miami, Florida

Strategic Investment Services, located at Address: 14248 SW 158th path, Miami, FL 33196, is a financial planning firm that specializes in helping clients achieve their financial goals. With a Phone: 8772020004 and Website: strategicinvestmentservices.com, this company has made it easy for potential clients to reach out and inquire about their services.

One of the standout features of Strategic Investment Services is their commitment to accessibility. They offer a wheelchair accessible entrance, parking lot, and restroom, making it easy for clients of all abilities to visit their office. Additionally, they have a restroom on-site and recommend making an appointment before visiting.

In terms of their specialties, Strategic Investment Services is a financial planner firm. They offer a wide range of services, including retirement planning, investment management, and estate planning. Their team of experienced professionals works closely with clients to understand their unique financial needs and develop a customized plan to help them reach their goals.

According to Google My Business, Strategic Investment Services has received 19 reviews with an impressive average opinion: 4.8/5. This is a testament to the high-quality service and expertise that they provide to their clients.

Overall, Strategic Investment Services is an excellent choice for anyone looking for financial planning services in the Miami area. Their accessible office, experienced team, and commitment to client satisfaction make them a top choice. If you're considering working with a financial planner, be sure to check out Strategic Investment Services and reach out to them through their website or phone number to learn more.

Reviews of Strategic Investment Services

Alexa Hernandez

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.

Louellen Willick

5/5

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

Lucia Cortes

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!

Jairus Davis

5/5

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

Oscar Cunningham

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

Teonna Dionne

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.

Juan Castillo

5/5

Thank You so much For Eveyrthing. You Guys are a Great!