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Strategic Financial Services

Tel: 800-937-4461
114 Business Park Drive
Utica, NY 13502
Strategic Financial Services | Financial Advisor in Utica ,NY

Helping Our Clients 'Live a Great Life'


About Strategic Financial Services

In business since 1979, Strategic has a team of 37 wealth management professionals, servicing over 1,000 clients and managing more than $1.7 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. With offices in Utica, NY, Rome, NY, Syracuse, NY and West Palm Beach, FL, Strategic is a regional leader in the Wealth Management industry. While successfully growing from established roots, the firm continues to expand its geographic footprint and influence across the northeast and throughout the United States.

The firm's focus on long-term goal-based investing and financial planning set what is now the industry's standard of excellence and established Strategic as one of the first true 'Wealth Managers'. That unique approach drove growth at the firm one relationship at a time through client and professional referrals.

Today, a growing team of 37 diverse but like-minded team members manages and advises on over $1.7 billion of client assets. As was the case on day one, our core purpose remains the same "...to help people live a great life."

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General Information

Firm Start Year:   1979
No.of Employees:   20-49
States Licensed in:   NY
Number of Years with Current Firm:   16
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Advisory Services Provided:   Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management

Services

Investment Types:   Bonds, Stocks, Annuities, Commodities, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Phone, Our Office, Your Home, Our Offices, Video Conference, Via Email

Firm Information

Firm's Number of Clients:   1,000
Assets Managed by Firm:   $1.7B

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets

Education

Bachelor's Degree  - Economics   Bucknell University
09/01/1978-06/01/1982

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Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 8:30 AM - 4:30 PM
Tue. 8:30 AM - 4:30 PM
Wed. 8:30 AM - 4:30 PM
Thu. 8:30 AM - 4:30 PM
Fri. 8:30 AM - 4:30 PM

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