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Strategic Financial Services, Inc. Employee Directory

Financial ServicesNew York, United States51-200 Employees

Strategic Financial Services, Inc. is an independent wealth management firm that provides investment management, financial planning, and corporate retirement plan services. Founded in 1979, the company manages assets totaling more than $2.8 billion. Headquartered in Utica, New York, it operates additional offices in Syracuse, Rome, Rochester, Little Falls, and West Palm Beach, Florida. It focuses on delivering integrated investment management, financial planning, and retirement solutions to individuals and corporate clients.

Strategic Financial Services has been recognized by Forbes as a Top American RIA Firm in 2024 and again in 2025. It has also been acknowledged as a Best Place to Work for Financial Advisers by InvestmentNews for 2020, 2021, and 2022, and by the Central New York Business Journal in 2022 and 2024. A 2025 update notes expansion of its geographic footprint with additional offices in the United States, reflecting ongoing growth.

Find Strategic Financial Services, Inc. employees' phone numbers or email addresses

Strategic Financial Services, Inc. Global Highlights

Location
Employees

North America
84

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  • United States Of America
    83
  • Canada
    1

Europe
3

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  • Germany
    1
  • France
    1
  • Italy
    1

Asia
1

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  • Indonesia
    1

Oceania
1

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  • Australia
    1

Strategic Financial Services, Inc.'s Leadership

  • Ceo at Strategic Financial Services, Inc.
    A. L.
    Ceo
    Mobile Phone
  • Head Of Retirement Plans at Strategic Financial Services, Inc.
    G. T.
    Head Of Retirement Plans
    Mobile Phone
  • Managing Member at Strategic Financial Services, Inc.
    S. S.
    Managing Member
    Mobile Phone
  • Owner at Strategic Financial Services, Inc.
    A. M.
    Owner
    Mobile Phone
  • Director And Senior Manager Financial Reporting, Internal Audit, Erm And Sox at Strategic Financial Services, Inc.
    K. K.
    Director And Senior Manager Financial Reporting, Internal Audit, Erm And Sox
    Mobile Phone
  • Director - Retirement Plan Services at Strategic Financial Services, Inc.
    L. H.
    Director - Retirement Plan Services
    Mobile Phone
  • Lead Advisor at Strategic Financial Services, Inc.
    C. P.
    Lead Advisor
    Mobile Phone
  • Senior Advisor at Strategic Financial Services, Inc.
    M. M.
    Senior Advisor
    Mobile Phone

Strategic Financial Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Community & Social Services
  • Business Development
  • Other
  • Sales

Contact profiles from Strategic Financial Services, Inc.

Name
Title
Contact
Location
Last Update
  • Managing Member at Strategic Financial Services, Inc.
    S. S.
    Managing Member
    Mobile Phone
    Germany
    Jun 24, 2026
  • Owner at Strategic Financial Services, Inc.
    A. M.
    Owner
    Mobile Phone
    Jun 28, 2026
  • Ceo at Strategic Financial Services, Inc.
    A. L.
    Ceo
    Mobile Phone
    Indonesia, Jakarta
    Sep 03, 2026
  • Head Of Retirement Plans at Strategic Financial Services, Inc.
    G. T.
    Head Of Retirement Plans
    Mobile Phone
    Oct 16, 2024
  • Director And Senior Manager Financial Reporting, Internal Audit, Erm And Sox at Strategic Financial Services, Inc.
    K. K.
    Director And Senior Manager Financial Reporting, Internal Audit, Erm And Sox
    Mobile Phone
    Canada, Ontario
    Aug 05, 2024
  • Director - Retirement Plan Services at Strategic Financial Services, Inc.
    L. H.
    Director - Retirement Plan Services
    Mobile Phone
    Oct 17, 2024
  • Lead Advisor at Strategic Financial Services, Inc.
    C. P.
    Lead Advisor
    Mobile Phone
    Apr 08, 2026
  • Senior Advisor at Strategic Financial Services, Inc.
    M. M.
    Senior Advisor
    Mobile Phone
    Jun 08, 2026
  • Associate Advisor - Retirement Plans at Strategic Financial Services, Inc.
    J. S.
    Associate Advisor - Retirement Plans
    Mobile Phone
    Jun 24, 2026
  • Salesforce Administrator at Strategic Financial Services, Inc.
    J. D.
    Salesforce Administrator
    Mobile Phone
    Sep 03, 2026

Frequently Asked Questions

What is Strategic Financial Services, Inc. known for?

Minus sign iconPlus sign iconStrategic Financial Services, Inc. was founded in 1979 and operates in the Financial Services industry. You can contact Strategic Financial Services, Inc.'s main corporate office by phone at
+1-800-937-****
. Explore Strategic Financial Services, Inc.'s company overview page for more information.

What is Strategic Financial Services, Inc.'s most common email format?

Minus sign iconPlus sign iconStrategic Financial Services, Inc. employees' email format typically follows the pattern of FLast@investstrategic.com. Trying to find reliable and up-to-date employee contact data? Find more Strategic Financial Services, Inc. email formats with LeadIQ.

How many employees does Strategic Financial Services, Inc. have currently?

Minus sign iconPlus sign iconStrategic Financial Services, Inc. has approximately 58 employees as of August 2026. These team members are located across 4 continents, including North America, Europe and Asia.

Who are Strategic Financial Services, Inc.'s key employees and leadership?

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As of August 2026, Strategic Financial Services, Inc.'s key employees include:

  • Ceo: A. L.
  • Head Of Retirement Plans: G. T.
  • Managing Member: S. S.
  • Owner: A. M.
  • Director And Senior Manager Financial Reporting, Internal Audit, Erm And Sox: K. K.

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