|
We are pleased to highlight Strategic Financial Services in this edition of our Sponsor Spotlight!
In business since 1979, Strategic has a team of over 37 wealth management professionals, servicing more than 1,200 clients and managing more than $2 billion in assets. Areas of focus include Investment Management, Financial Planning, Institutional Investment Management and Corporate Retirement Plans.
Headquartered in Utica with satellite offices in Little Rochester, Syracuse, Rome, Little Falls, and West Palm Beach, FL, Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.
What sets Strategic apart?
At Strategic, their approach is simple: good people, great service, and a commitment to putting their clients first. As a fiduciary, they are ethically bound to act in their clients' best interests, with no commissioned products or kickbacks. This straightforward, client-centered approach ensures that clients receive the highest level of care and attention.
Popular Services
Strategic offers comprehensive solutions for individual and family wealth management, providing both investment management and financial planning for a single fee based on the assets they manage. They also help businesses optimize their 401(k) plans and offer Institutional Asset Management, partnering with non-profits to enhance their missions.
Community Involvement
Strategic Financial Services is proud of its local impact. In 2024, they launched the “Strategic Together” initiative, committing an average of $100,000 annually to support community partners and non-profits. With a team of passionate, community-minded people, their team members also volunteer and serve on boards throughout the Mohawk Valley. Locally, they hosted the 5th annual Cornhole Tournament during the Clinton Arts & Music Festival, raising over $2,000 for the Country Pantry with the help of more than 50 players, volunteers, and sponsors.
We are incredibly grateful for Strategic's unwavering support of our community events and their dedication to making Clinton a better place for everyone.
Check out more about their community efforts here: Community | Strategic Financial Services
| 
