Strategic Financial Services, Inc.

www.investstrategic.com

Strategic Financial Services was founded in 1979 under the premise that investors are entitled to the highest level of service possible in the management of their finances. We have grown to a team of thirty-five professionals managing and advising clients on assets of over $1.6 billion. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. With headquarters in Utica, NY, we have additional offices in Syracuse, NY and West Palm Beach, FL. The Strategic team has been recognized by Barron's magazine as one of the nation's Top 100 Financial Advisors three times (2004, 2005, 2006) and as one of the nation's Top 100 Independent Financial Advisors three times: (2007, 2008, 2009).

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Strategic Financial Services was founded in 1979 under the premise that investors are entitled to the highest level of service possible in the management of their finances. We have grown to a team of thirty-five professionals managing and advising clients on assets of over $1.6 billion. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. With headquarters in Utica, NY, we have additional offices in Syracuse, NY and West Palm Beach, FL. The Strategic team has been recognized by Barron's magazine as one of the nation's Top 100 Financial Advisors three times (2004, 2005, 2006) and as one of the nation's Top 100 Independent Financial Advisors three times: (2007, 2008, 2009).

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Country

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State

New York

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City (Headquarters)

Utica

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Employees

11-50

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Founded

1979

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Estimated Revenue

$50,000,000 to $100,000,000

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Social

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Potential Decision Makers

  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Business Development Manager

    Email ****** @****.com
    Phone (***) ****-****

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