Strategic Financial Services, LLC was founded in 1979 under the premise that investors are entitled to the highest level of service possible in the management of their finances.
- We are an independent wealth management firm specializing in Investment Management, Financial & Estate Planning and Corporate Retirement Plans.
- Operating under the Strategic Financial Services, LLC umbrella is Strategic Investment Advisors, Inc., Alan R. Leist Planning Group, Inc., and Strategic Retirement Plans, Inc.
- With headquarters in Utica, NY, we have additional offices in Saratoga Springs, NY and West Palm Beach, FL.
- We have grown to include a team of twenty-eight professionals with assets under management of over $1 billion dollars.
- Alan R. Leist, Jr. and the Strategic Team have been recognized by Barron's magazine as one of the nation's Top 100 Financial Advisers: 2004, 2005, 2006.
Company News | Disclosure - For the second consecutive year, Strategic has been recognized by Barron's magazine as one of the nation's Top 100 Independent Financial Advisers: 2007, 2008.
Company News | Disclosure
