Dakota
Dakota
Book a Demo
Talk to an Expert

Financial Strategies Investment Advisor Services, Inc.

EST. AUM
$103,895,136

CONTACTS
2

CLIENT ACCOUNTS
478

Firm Details

Metro area Stamford
CRD Number 113526
Website fsias.com
Client types

Overview

Financial Strategies Investment Advisor Services, Inc. is a registered investment advisory firm based in Bethel, Connecticut, that provides comprehensive financial planning and portfolio management services to individuals and families. The firm focuses on helping clients navigate major life transitions by developing personalized strategies aligned with their goals, risk tolerance, and financial circumstances. Emphasizing trust, integrity, and long-term relationships, they offer guidance on retirement planning, estate planning, tax considerations, and insurance needs, aiming to support clients in building and preserving wealth over time.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy