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11-50 employees
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Financial Services
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114 Business Park Drive,Utica,New,US
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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 have grown to a team of thirty-five professionals managing and advising clients on assets of over $1.6 billion. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.
With headquarters in Utica, NY, we have additional offices in Syracuse, NY and West Palm Beach, FL.
The Strategic team has been recognized by Barron's magazine as one of the nation's Top 100 Financial Advisors three times (2004, 2005, 2006) and as one of the nation's Top 100 Independent Financial Advisors three times: (2007, 2008, 2009).
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Strategic Financial Services, Inc. Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
60%
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The widely used Strategic Financial Services, Inc. email format is {f}{last} (e.g. [email protected]) with 60% adoption across the company.
To contact Strategic Financial Services, Inc. customer service number in your country click here to find.
Alan Leist is the CEO of Strategic Financial Services, Inc.. To contact Alan Leist email at [email protected]. Or you may call 315 724-1776
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