What departments does Strategic Financial Services, Inc. have?

Strategic Financial Services, Inc. has employees across 8 departments including Entrepreneurship, Finance, Operations, Consultant, Administrative.

What is the largest department at Strategic Financial Services, Inc.?

The largest department at Strategic Financial Services, Inc. is Entrepreneurship with 2 employees.

Where are Strategic Financial Services, Inc. employees located globally?

Strategic Financial Services, Inc. has employees across 5 continents and 8 countries including South Africa, Indonesia, Germany, Italy, France.

How has Strategic Financial Services, Inc.'s team size changed over time?

Strategic Financial Services, Inc.'s team has decreased from approximately 67 to 66 employees based on available data.

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.

Strategic Financial Services, Inc. Global Highlights

North America
88

United States Of America
87
Canada
1

Europe
3

Germany
1
Italy
1
France
1

Africa
2

South Africa
2

Oceania
2

Australia
2

Asia
1

Indonesia
1

Strategic Financial Services, Inc.'s Leadership

A. L.
Ceo
Mobile Phone
Email
G. T.
Head Of Retirement Plans
Mobile Phone
Email
A. M.
Owner
Mobile Phone
Email
K. K.
Director And Senior Manager Financial Reporting, Internal Audit, Erm And Sox
Mobile Phone
Email
L. H.
Director - Retirement Plan Services
Mobile Phone
Email
H. C.
Operations Manager
Mobile Phone
Email
C. P.
Lead Advisor
Mobile Phone
Email
M. M.
Senior Advisor
Mobile Phone
Email

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 Info

Location

Last Update

J. D.
Salesforce Administrator
Mobile Phone
Email
Jun 24, 2026
J. S.
Associate Advisor
Mobile Phone
Email
Oct 16, 2024
L. C.
Executive Assistant
Mobile Phone
Email
Oct 18, 2024
M. B. S.
Personal And Business: Estate, Tax, Insurance, Investment, Retirement And Asset Protection Planner
Mobile Phone
Email
Oct 17, 2024
S. B.
Financial Advisor
Mobile Phone
Email
South AfricaGauteng
Feb 25, 2024
S. S.
Financial Analyst
Mobile Phone
Email
Jul 09, 2024

Frequently Asked Questions

What is Strategic Financial Services, Inc. known for?

Strategic Financial Services, Inc. was founded in 1979 operates in the Financial Services industry; you can contact the 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?

Strategic Financial Services, Inc. employees' email format typically follows the pattern of . 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?

Strategic Financial Services, Inc. has approximately 58 employees as of July 2026. These team members are located across 5 continents, including North AmericaEuropeAfrica.

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

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

Ceo: A. L.
Head Of Retirement Plans: G. T.
Owner: A. M.
Director And Senior Manager Financial Reporting, Internal Audit, Erm And Sox: K. K.
Director - Retirement Plan Services: L. H.

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Strategic Financial Services, Inc. Employee Directory

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