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Strategic Financial Services, Inc. Employee Directory

Financial ServicesNew York, United States51-200 Employees

Strategic Financial Services, Inc. has about 57 employees across 4 continents, most of them in North America. By country, the largest groups are United States Of America (93%), Indonesia (1%) and Germany (1%). Banking and Business make up over half of the profiles with a known department. Strategic Financial Services, Inc.'s workforce spans 7 departments. Strategic Financial Services, Inc.'s workforce grew 6% between January 2026 and November 2026.

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

Strategic Financial Services, Inc. Global Highlights

Location
Employees

North America
83

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  • United States Of America
    82
  • Canada
    1

Europe
3

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  • Germany
    1
  • Italy
    1
  • France
    1

Asia
1

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  • Indonesia
    1

Oceania
1

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  • Australia
    1

North America accounts for 94% of Strategic Financial Services, Inc.'s workforce, followed by Europe (3%) and Asia (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

Banking is the largest department at 60% of profiles with a known department, up from 59% in January 2026, followed by Business (17%, unchanged) and Finance (9%, down from 10%).

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
    Oct 18, 2026
  • Ceo at Strategic Financial Services, Inc.
    A. L.
    Ceo
    Mobile Phone
    Indonesia, Jakarta
    Sep 30, 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
    Oct 18, 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 are the largest departments at Strategic Financial Services, Inc.?

Minus sign iconPlus sign iconBanking is the largest department at 60% of profiles with a known department, up from 59% in January 2026, followed by Business (17%, unchanged) and Finance (9%, down from 10%). Strategic Financial Services, Inc.'s workforce spans 7 departments.

Where are Strategic Financial Services, Inc.'s employees located?

Minus sign iconPlus sign iconStrategic Financial Services, Inc. has about 57 employees across 4 continents, most of them in North America. North America accounts for 94% of Strategic Financial Services, Inc.'s workforce, followed by Europe (3%) and Asia (1%). By country, the largest groups are United States Of America (93%), Canada (1%) and Germany (1%).

How has Strategic Financial Services, Inc.'s workforce changed over the past year?

Minus sign iconPlus sign iconStrategic Financial Services, Inc.'s workforce grew 6% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 59% to 60%.

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

Minus sign iconPlus sign iconStrategic Financial Services, Inc. has approximately 57 employees as of November 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 November 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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.

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.

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