STRATEGIC

TAX & INSURANCE SERVICES, INC.

Helping you retire on your own terms since 1975

 

OUR SERVICES

 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.

 

OUR TEAM

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.

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Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.