Strada Financial Group, LLC is a Registered Investment Adviser registered with the SEC. For over forty years, clients have trusted Strada to help them make sound financial decisions.
The firm believes relationships are built on trust and takes a collaborative team approach to provide personalized financial advice. Services include investment management, financial planning, real estate investments, tax advising, consulting, and 401k rollovers. Strada integrates tax and investment expertise to create customized strategic plans for clients' financial security and retirement.
Integrated tax and investment expertise under one roof
Collaborative team approach with a personal CFO
Over 40 years of experience
Registered Investment Adviser with SEC
Services
Investment Management
A partner to oversee your money while you enjoy life.
"He is knowledgeable , very experienced and easy to work with!"
Frequently Asked Questions
How do I apply for the Strada Financial Literacy Scholarship? +
For more details and to apply for the scholarship, click the provided link on the FAQs page.
How long do I need to retain documents? +
View the record retention sheet provided on the FAQs page for guidance.
Can I get copies of prior year tax returns? +
Contact Strada Financial Group directly to request copies of prior year tax returns.
What should you know about Non-Traded REITs? +
Non-Traded REITs are not listed on public exchanges, must be registered with the SEC, subject to IRS requirements, must return at least 90% of taxable income, are illiquid for long periods, and allow managers to focus on long-term goals.
What is a Qualified Opportunity Fund (QOF)? +
A QOF is an investment vehicle organized to invest in Qualified Opportunity Zone property, where at least 90% of assets must be in QOZ businesses and assets. Investors may defer gains or receive a step-up in basis.
What is a 1031 Exchange? +
Section 1031 of the IRS tax code allows for the exchange of real property used for business or investment, deferring gains or losses. Properties must be of like-kind. Timing is critical within 45 and 180 day timeframes.
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