Strategic Financial Services, Inc. is a SEC Registered Investment Advisory Firm.

Broker Dealer services offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Alan Leist Jr. and Iris Buckowski are Registered Representatives offering broker dealer services. Strategic Financial Services, Inc. & Cadaret, Grant are separate entities.

Registered Representatives typically work in a commission environment and are bound to a “suitability” standard, which means they have to provide suitable advice to their client.

Investment Advisor Representatives conducting business through a Registered Investment Advisory firm do not earn commissions, but rather a fee for service and must follow a “fiduciary” standard, the highest industry standard. Under the fiduciary standard, an Investment Advisor Representative must provide advice to their clients ahead of their own interests.

Cadaret, Grant & Co., Inc.

Securities offered through Cadaret, Grant & Co., Inc., - Member, FINRA/SIPC; Strategic Financial Services, Inc. and Cadaret Grant are separate entities.

Cadaret Grant representatives are registered to conduct securities business in the following US States: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WI.