Strategic Financial Services, Inc.
About
Strategic Financial Services, Inc. is a wealth management firm headquartered in Utica and in business since 1979. It is an established name in the regional investment industry, working with individuals, institutions and employers across Central New York and beyond, with a team that serves both private clients and institutions.
Its areas of focus are investment management, financial planning, institutional investment management and corporate retirement plans. Satellite offices in Rochester, Syracuse, Rome and Little Falls, plus one in West Palm Beach, Florida, extend its reach across the Northeast and further afield.
What to Know
- The firm has been in business since 1979.
- Its headquarters are in Utica, in Oneida County.
- Satellite offices serve Rochester, Syracuse, Rome, Little Falls and West Palm Beach, Florida.
- Focus areas include investment management, financial planning and corporate retirement plans.
- The firm is a member of CenterState CEO and the Greater Utica Chamber of Commerce.
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