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    Strategic Financial Services, Inc.

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    Description

    • 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 twenty-six professionals managing and advising clients on assets of over $1 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).
    • location

      Headquarters:114 Business Park Drive , Utica, New York, United States

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    • Strategic Financial Services, Inc. phone

      Phone Number: +1 315-724-1776

    • Strategic Financial Services, Inc. website

      Website: https://www.investstrategic.com

    • Strategic Financial Services, Inc. employees

      Employees:35

    • Strategic Financial Services, Inc. revenue

      Revenue:$1 - 10M

    • Strategic Financial Services, Inc. legal name

      Legal Name:Strategic Financial Services, Inc.

    • Strategic Financial Services, Inc.'s Social Media

      Strategic Financial Services, Inc. linkedin Strategic Financial Services, Inc. facebook
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Strategic Financial Services, Inc.

    Alan Leist

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Michael Leist

    Chief Experience Officer

    Kasey Williams

    Chief Operations And Compliance Officer

    Greg Van Staveren

    President

    Judith Sweet

    President

    Douglas Walters

    Chief Investment Officer

    Frequently Asked Questions regarding Strategic Financial Services, Inc.

    • Where are Strategic Financial Services, Inc.'s Headquarters?

      Strategic Financial Services, Inc.'s Headquarters are in 114 Business Park Drive ,Utica,New York,United States

    • What is Strategic Financial Services, Inc.'s phone number?

      Strategic Financial Services, Inc.'s phone number is +1 315-724-1776

    • What is Strategic Financial Services, Inc.'s official website?

      Strategic Financial Services, Inc.'s official website is https://www.investstrategic.com

    • What is Strategic Financial Services, Inc.'s Revenue?

      Strategic Financial Services, Inc.'s revenue is $1 - 10M

    • What is Strategic Financial Services, Inc.'s NAICS code?

      Strategic Financial Services, Inc.'s NAICS code is 523930

    • How many employees are working in Strategic Financial Services, Inc.

      Strategic Financial Services, Inc. has 35 employees

    • What is Strategic Financial Services, Inc.'s Industry?

      Strategic Financial Services, Inc. is in the industry of Financial Services

    • Who is Strategic Financial Services, Inc.'s CEO?

      Strategic Financial Services, Inc.'s CEO is Alan Leist

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