Strategic Financial Services, Inc.

Financial ServicesNew York, United States51-200 Employees

Founded in 1979, Strategic Financial Services is committed to providing our clients with the highest level of service possible. Our team of 37 professionals manages and advises on assets exceeding $2.3 billion, specializing in Investment Management, Financial Planning, and Corporate Retirement Plans.

With headquarters in Utica, NY, we have additional offices in Syracuse, Rome, Rochester, Little Falls and West Palm Beach, FL.

Strategic Financial Services has been recognized by Forbes 2024 as a Top American RIA Firm, CNYBJ Best Places to Work (2022 & 2024), and InvestmentNews Best Places to Work for Financial Advisors (2020-2022).

Third-party rankings and recognitions reflect specific criteria and methodologies but do not assure future investment success. For example, being recognized as a highly rated advisor does not guarantee superior performance or results. We have been named one of the "Best Places to Work for Financial Advisors" by InvestmentNews in 2020, 2021, and 2022. This recognition is based on comprehensive employer and employee surveys evaluating workplace culture, engagement, satisfaction, HR practices, benefits, and environment. Participation in the evaluation process involved a fee, which should be considered when assessing the significance of this recognition.
We were also honored as one of the "Best Places to Work" by the Central New York Business Journal in 2022 and 2024. This recognition reflects a detailed review of employer submissions and employee surveys analyzing workplace culture, engagement, satisfaction, and policies. As with other awards, participation in this evaluation required a fee, which should be noted when considering its significance. Additionally, Strategic Financial Services, Inc. has been named to the Forbes Top RIA Firms list. This ranking is compiled through a rigorous evaluation process, including in-person, virtual, and telephone due diligence meetings, as well as a ranking algorithm that considers best practices, client

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