In The News - Strategic Selected as a CNY Business Journal Panelist
Strategic was selected to provide expertise as a panelist in the CNY Business Journal Financial Quarterly publication. Please read below to find out our views on the market, economy and investing. Strategic Financial Services is a registered investment advisor managing and advising on over $800 million in client assets.
Strategy Snapshot - Q4 2011
"You Can Go Home Again"
In previous editions of the Strategy Snapshot, we ventured abroad to discuss the role of developing economies and the emerging consumer within the global capital market system. As the New Year approaches, we return home to find value, opportunity and even a degree of comfort in what remains an uncertain world.
In The News - SUNYIT honors alumna Iris Buczkowski for planned gift
Press Release - Aaron Evans Joins the Strategic Team
Strategic Financial Services is pleased to welcome Aaron Evans to the firm as a Financial Planning Associate and member of the investment team as a Research Analyst.
Press Release - Traci Grogan Joins the Strategic Client Support Team
Judith Vicks Sweet, CFA, Principal at Strategic Financial Services is pleased to announce the addition of Traci Grogan to the client support team.
Press Release - Michael McGraw Joins the Strategic Client Support Team
Alan R. Leist, Jr., CFP, Chief Executive Officer at Strategic Financial Services is pleased to announce the addition of Michael J. McGraw to the client support team.
In The News - Strategic Selected as a CNY Business Journal Panelist
Strategic was selected to provide expertise as a panelist in the CNY Business Journal Financial Quarterly publication. Please read below to find out our views on the market, economy and investing. Strategic Financial Services is a registered investment advisor managing and advising on over $800 million in client assets.
Press Release - Robert Hanft Joins the Strategic Investment Team
Alan R. Leist, Jr., CFP, Chief Executive Officer at Strategic Financial Services is pleased to announce the addition of Robert S. Hanft as an advisor to the investment team. Mr. Hanft brings nearly 40 years of investment industry experience to his work with Strategic.