Company Overview
- Headquarters
- 114 Business Park Drive, Utica NY
- Website
- investstrategic.com
- Phone
- (315) 724-****
- Employees
- 76
- Founded in
- 1979
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$6B
Who is Strategic Financial Services
Strategic Financial Services is a financial services firm based in Utica, New York. Founded in 1979, the company has grown to employ 76 professionals and manages over $1.6 billion in assets for clients. The company offers a range of services including investment management, financial planning, and corporate retirement plans. Strategic Financial Services caters to a diverse clientele seeking comprehensive financial guidance. Strategic Financial Services has received numerous accolades for its exceptional service. The company has been recognized by Barron's magazine as one of the nation's Top 100 Financial Advisors on three occasions (2004, 2005, 2006) and as one of the nation's Top 100 Independent Financial Advisors three times: (2007, 2008, 2009). For more information about Strategic Financial Services, please visit their website at investstrategic.com.
Company Leadership
Strategic Financial Services Industry Tags
Strategic Financial Services Tech Stack
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