Strategic Financial Services, LLC

Iris L. Buczkowski, CLTC*

Director
Alan R. Leist Planning Group, Inc.
CLTC - Certified Long-Term Care Planner

Email: ibuczkowski@investstrategic.com

Experience, Education, Community Involvement and Awards

Iris L. Buczkowski joined Strategic in 2006. As a Director, Iris works with high-net-worth individuals and businesses. She specializes in financial and insurance planning.

Experience
Financial advisor for a regional bank where her focus was retirement and insurance planning for businesses and individuals.

Education

Certified Long-Term Care Planner
Master of Business Administration degree with an emphasis in Accounting and Finance, SUNY Institute of Technology
Bachelor of Business Administration degree in Finance, SUNY Institute of Technology
New York State Licensed Insurance Agent in life and accident/health insurance
Series 7, 63 and 65 securities licenses

Community Involvement
Present:

Member of the Board of Trustees and Member of the Development and Audit Committees of the SUNY IT Foundation
Member of the Professional Development Committee of the Rome Chamber of Commerce

Awards

Recipient of the Wall Street Journal Student Achievement Award as an undergraduate for accomplishments in the study of finance (2004)

"Retirement and contingency planning are key elements of anyone's overall financial plan. Our goal is to help our clients create a roadmap to retirement and plan for the unexpected events that may occur along the way. It is important to build trust and solid relationships with our clients because in most cases, financial plans are multigenerational, as legacies are passed along. With Strategic's deep bench of expertise and credentials, we are able to provide our clients with a comprehensive approach to their entire situation.

In my opinion, Strategic's largest asset is their independence. It is an important factor in the business we do because we are able to provide solutions to our clients based on their circumstances without any limitations or restrictions. Our number one priority is helping our clients achieve financial success. Sometimes clients may experience stress when trying to solve financial issues on their own, and that is where we are able to help. At the end of the day, the most satisfying part of my job is when I am able to lay forth a plan that shows a client they will be able to accomplish their goals, and they are satisfied when they walk away."

* Denotes Cadaret, Grant Disclosure