STROIA SECURITIES SERVICES, INC.

"When Planning for a year, plant corn. When planning for a decade, plant trees. When planning for life, train and educate people." ~Chinese Proverb

Sign up for a Free Consultation

    Take advantage of our  free initial consultation.   It is an educational interview for both of us.  You have the opportunity to hear about who we are and what we do.  We have an opportunity to learn exactly where we can benefit you the most.  This might include but is not limited to IRA distribution strategies, tax strategies, beneficiary planning, insurance planning and money management.

    In the second or third meeting, we provide an evaluation with recommendations that are realistic and have flexibility. Your strategy will be customized to your specific needs and desires.

    We offer a comprehensive independent financial consulting service.  We will look over all available positions to find the most appropriate investments to match your financial plan.

Dedicated * Trusted * Experienced

What We Do

• Retirement Planning

• Estate Preservation

• College Funding

• Survivor Needs

• Tax Reduction

• Accumulation Planning

• Portfolio Analysis

• Online Account Access

Freedom of Choice

 Your needs and individual goals are unique, so are your investment choices.  As independant financial advisors, we give you the freedom to decide what investments are appropriate for you. You can choose from...

• Thousands of Mutual Funds
• Top Variable & Fixed Annuities
• Leading Life, Disability, LTC and Health Insurance
• Fee-based Managed Money Accounts
• Alternative Investments (REITS, Tax Credit Programs, 1031 Exchanges)
• Fixed Income Investments (Individual Bonds, UITs and CDs)
• Banking Services offered through Everbank