Strategic Financial Services, Inc.

We help people live great lives.

General Information
Company Name
Strategic Financial Services, Inc.
Founded Year
1979
Location (Offices)
Utica, United States +3
Founders / Decision Makers
Number of Employees
47
Industries
Legal Tech
Funding Stage
-
Social Media

Strategic Financial Services, Inc. - Company Profile

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.

Taxonomy: investment management, financial planning, corporate retirement plans, financial advisors, investment advisory, Barron's Top 100, Utica NY, Syracuse NY, West Palm Beach FL, financial professionals, client assets management, financial advisory firm

Funding Rounds & Investors of Strategic Financial Services, Inc. (0)

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There is no investment information

Latest News of Strategic Financial Services, Inc.

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