Independence, size and flexibility allow Strategic to partner with our client's advisors in order to ensure the seamless coordination of a financial plan designed to achieve long-term financial objectives.
- From customized, tax-efficient investment management to complicated estate planning issues, Strategic works with our legal and accounting counterparts to provide the best overall experience for the client.
Learn about our Financial Planning solutions
| Contact: | Alan R. Leist, Jr., CEO, CFP* Chief Executive Officer Strategic Financial Services, LLC |
| Telephone: | 315.735.7553 |
Click here to view Alan's biography
