Why Choose Dan

Strategic Alliance Investment Advisors was formed in 2007 to provide personalized, education-based investment advice. With securities and investment advisory services through KCD Financial, Inc. and with several insurance and investment brokerage services available we are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. 

The world of investing is constantly changing, becoming more complex, it is more important than ever to be seen as more than an account number.  A distinctive approach to wealth management includes proactive guidance and attention to your unique needs- whether you are an individual planning for your retirement, planning for your family and life milestones or an employer looking to attract and keep good employees. It’s more important than ever to be personal and creative and to listen to each individual’s goals, comprehensive wealth management and financial planning is about partnerships and relationships.