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 https://go.oncehub.com/PickyourTeammember
Checkout our website to see more about us . www.StrategicInvestmentServices.com
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
Assisted with with my financial needs. Was very helpful and professional. Made it very enjoyable and educational.
First meeting is Free. You decide how to compensate us . Whatever fits your needs.
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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 https://www.strategicinvestmentservices.com/
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.
While in the military. Had to support a family and wanted to have my own business. Learned from other rich people.
Small businesses, retirees and others who serve others. Worked with 1000's of people from all over the world.
Taught at the Univ of Miami, FIU and hundreds of military personel, Love God, Family, Country and Financial Success.
Check the background on the advisor website "Broker Check" https://brokercheck.finra.org/
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See their qualification, licenses & experience.
Any questions you may have. Remember it's Your money and future. We are the coaches but you are the player.