Financial Planners near Bayport

“Strategic Wealth not only helped me when I was starting out with all of my finical needs and questions but as my finances grew, Strategic Wealth grew with me. I can not say enough about how well managed my funds are and how I always feel like I’m treated as if I’m the the most important customer. I highly recommend!“

“Lou is the man ! He has informative tips and is so sweet ! He’s patient with all my questions and has a quick turn around time . Recommend to everyone - Thanks Lou!“

“Steve is awesome and simply great at what he does. Being that I’m self employed, I always dread tax season and what I might owe. I’m always pleasantly surprised, and Steve always saves me money. My whole family sees him as well and is always happy with the services he provides.“

“Chris has demonstrated high levels of character and integrity since the day we met. I had the pleasure of bringing him to the financial services business over a decade ago and very proud to see the man and professional he has become.“