Alan R. Leist, Jr. and Strategic Financial Services, LLC Named to Barron's Top 100
Tuesday, September 4th, 2007
Utica, N.Y. - Chief Executive Officer, Alan R. Leist, Jr., CFP, and Strategic Financial Services, LLC, Utica, New York, have been named to Barron's first Top 100 Independent Financial Advisers in the U.S.
Leist is one of five Independent Financial Advisers from New York State named to the list and the only adviser from Upstate New York.
"This recognition by Barron's is an honor for our company and all of the Central New York area," said Leist.
Independent researcher R.J. Shook selected candidates by reviewing each adviser's quality of service, assets under management, and revenues and profits generated. Leist is listed 15th in the 2007 ranking.
Leist and Strategic Financial Services, LLC have also been named to Barron's Top 100 Financial Advisers three times (2004, 2005, 2006).
Barron's Magazine is a national weekly financial publication covering trading, companies and the economy, and market events. Their readership includes corporate decision-makers, institutional investors, individual investors and financial professionals. For more information visit www.barrons.com.
Strategic Financial Services, LLC manages over $950 million for individuals, businesses, and not-for-profit organizations. Services are provided through three Strategic companies: Alan R. Leist Planning Group, Inc., Strategic Investment Advisors, Inc. and Strategic Retirement Plans, Inc.; * Securities offered through Cadaret, Grant, and Co., Inc. - Member NASD/SIPC; Strategic Investment Advisors, Inc. and Cadaret Grant are separate entities.
Company headquarters are located at 114 Business Park Drive, Utica, New York with additional offices in Saratoga Springs, New York, and West Palm Beach, Florida. For more information call 315.724.1776 or 800.937.4461., or visit www.investstrategic.com.
