Strategic Financial Services

In business since 1979, Strategic has a team of over 35 wealth management professionals, servicing more than 1,000 clients and managing over $1.75 billion in assets. Our team collectively celebrates 5 CFP® designations, 5 CFA designations and 1 ChFC® designation. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. Strategic headquarters reside in Utica, NY with satellite offices in Little Falls, NY, Rome, NY, Syracuse, NY, and Troy, NY. Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the US