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).
View Top Employees from Strategic Financial Services, Inc.| Website | http://www.investstrategic.com/ |
| Revenue | $6 million |
| Employees | 75 (75 on RocketReach) |
| Founded | 1979 |
| Address | 114 Business Park Drive, Utica, New York 13502, US |
| Phone | (315) 724-1776 |
| Technologies |
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| Industry | Financial Services, Finance General, Consulting, Investment Management, Finance, Crowdfunding, Corporate Retirement Plans, Financial Planning, Legal, Professional Services |
| Web Rank | 25 Million |
| Keywords | Aaron Evans Salisbury Md, Strategic Financail Services |
| Competitors | BFS Capital, CAN Capital, Credibly, Kabbage Small Business Loan, OnDeck |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52392 Companies, NAICS Code 523920 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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Strategic Financial Services, Inc. Questions
The Strategic Financial Services, Inc. annual revenue was $6 million in 2024.
Douglas Walters is the Chief Investment Officer of Strategic Financial Services, Inc..
75 people are employed at Strategic Financial Services, Inc..
Strategic Financial Services, Inc. is based in Utica, New York.
The NAICS codes for Strategic Financial Services, Inc. are [5239, 52392, 523920, 52, 523].
The SIC codes for Strategic Financial Services, Inc. are [628, 62].
Top Strategic Financial Services, Inc. Employees
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ViewGreg Mattacola
Financial Advisor at Strategic Financial Services, Inc.
Rome, New York, United States44 -
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