Strategic Financial Services was listed six times as part of Barron's financial advisor rankings.

• In 2004, 2005, and 2006, Alan R. Leist, Jr., CFP, CEO and the Strategic team were listed as one of the Top 100 Financial Advisors in the country. 

• In 2007, 2008, and 2009, Alan R. Leist, Jr., CFP, CEO and the Strategic team were ranked among the Top 100 Independent Financial Advisors. 

• Alan R. Leist, Jr., CFP, CEO at Strategic, was a two-time presenter at the Top Independent Advisors Summit hosted by the Barron’s Winner’s Circle.

Barron's publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,000, in which advisors are ranked on a state-by-state basis.  The rankings are based on data provided by individual advisors and their firms.  Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors.

The formula Barron's uses to rank advisors is proprietary.  It has three major components: assets managed, revenue produced and quality of practice.  Investment returns are not a component of the rankings because an advisor's returns are dictated largely by the risk tolerance of clients.  The quality-of-practice component includes an evaluation of each advisor's regulatory record.

Strategic Financial Services is an independent financial advisory firm that manages assets for individuals, businesses, and not-for-profit organizations.  Areas of expertise include asset management, financial planning, and company sponsored retirement plans.

Company headquarters are located at 114 Business Park Drive, Utica, New York with additional offices in Syracuse, NY and West Palm Beach, Florida.  For more information call 315.724.1776 or visit us at www.investstrategic.com.