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Helping People Retire On Their Own Terms Since 1975

Educate. Empower. Protect.

Who We Are

Strategic Tax & Insurance Services, Inc., was founded by John Duddy, a retirement and investment specialist.
At Strategic Tax & Insurance Services, Inc., we specialize in reduced risk investment strategies that are designed to be defensive during times of market volatility and opportunistic during times of growth. This strategy allows us to assist our clients in securing a better retirement.

How We Can Help

As fiduciaries, our commitment to you is simple: To be honest, transparent and always looking out for your best interest, first and always.
At Strategic Tax & Insurance Services, Inc., it is our goal to help our clients create a comprehensive financial plan that is designed to help to secure their financial futures and ensure true peace of mind.

Learn More, Attend a Class.

What does it take to retire? How much money do you need? Where does Social Security fit and how do I make the most of my assets? These are just some of the questions John Duddy teaches retirees and soon-to-be-retirees how to answer.
To learn more or to attend an upcoming class, click here or call .