Strategic Financial Services 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 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-five professionals with assets under management of over $900 million 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 third consecutive year, Strategic has been recognized by Barron's magazine as one of the nation's Top 100 Independent Financial Advisers: 2007, 2008, 2009.
  Company News | Disclosure