Strategic Investment Services

Strategic Investment Services

5.0 (2)
150 employees
38 years in business

About this pro

We specialize in helping retired people. Love serving our Retires, 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 ourselves.   Our faith in God, Family, Friends, Country & Financial Success. Let's meet, zoom or talk.  Click

Helping others achieve financial success.  We are an independent financial services firm since 1984. No ones wants to Fail BUT without a plan most do. Make an free appointment Let's Zoom or talk

Checkout our website to see more about us .

Read more about this pro


Miami, FL 33157
Email verified
Phone verified

2 Reviews


  • Investment V.

    Pros I greatly enjoyed interning at Strategic Investment Group last summer. Rotating through the different asset classes was an interesting experience which allowed me to learn more about each different asset class. The second half of the summer was spent on a final project which was an interesting topic picked by senior members of the firm. This was a great experience and my project was presented in front of the whole firm. Cons Being online for the summer due to the COVID pandemic was not ideal

  • Zulema L.

    Assisted with with my financial needs. Was very helpful and professional. Made it very enjoyable and educational.

Photos & Videos


What is your typical process for working with a new customer?

First meeting is Free. You decide how to compensate us . Whatever fits your needs.

Let's talk  Click

What education and/or training do you have that relates to your work?

Taught at Univ of Miami. Licensed since 1984 Series 6, 63, 7, 24, 65, Life, Health, Annunites, DI, & Legal Expense.

Registered Financial Consultant ( RFC )Cerified Senior Advisor ( CSA )

See website for more info

Do you have a standard pricing system for your services? If so, please share the details here.

We get paid 3 different ways. You decide which one fits your needs. No one works for free. If you know someone that does tell them we are hiring. 

How did you get started in this business?

While in the military. Had to support a family and wanted to have my own business. Learned from other rich people.

What types of customers have you worked with?

Small businesses, retirees and others who serve others. Worked with 1000's of people from all over the world. 

Describe a recent event you are fond of.

Taught at the Univ of Miami, FIU and hundreds of military personel, Love God, Family, Country and Financial Success.

What advice would you give a customer looking to hire a pro in your area of expertise?

Check the background on the advisor website  "Broker Check"

Ask to speak to some clients. 

See their qualification, licenses & experience.

What questions should customers think through before talking to pros about their needs?

Any questions you may have. Remember it's Your money and future. We are the coaches but you are the player.

Services offered