Strategic Financial Services, Inc. is a finance management firm that has been delivering top-notch services to investors since 1979. The company's ethos revolves around ensuring that investors receive the highest level of service in managing their finances. With a team of thirty-five professionals overseeing assets of over $1.6 billion, Strategic Financial Services operates across three key areas: Investment Management, Financial Planning, and Corporate Retirement Plans. The company's efforts have garnered recognition, with Barron's magazine heralding them as one of the nation's Top 100 Financial Advisors on three occasions (2004, 2005, 2006) and as one of the Top 100 Independent Financial Advisors thrice (2007, 2008, 2009).
Headquartered in Utica, NY, Strategic Financial Services also extends its presence to Syracuse, NY and West Palm Beach, FL. As a prominent figure in the financial services industry, the company presents an attractive proposition for potential investors seeking to align themselves with a successful and experienced player in the market.
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