
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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Strategic Financial Services was founded in 1979 under the premise that investors are entitled to the highest level of service possible in the management of their finances. We have grown to a team of thirty-five professionals managing and advising clients on assets of over $2.0 billion. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. With headquarters in Utica, NY, we have additional offices in Syracuse, NY and West Palm Beach, FL. The Strategic team has been recognized by Barrons magazine as one of the nations Top 100 Financial Advisors three times (2004, 2005, 2006) and as...
Investment management,corporate retirement plans,and financial planning
Strategic financial services, inc operates in the Financial services industry.
Strategic financial services, inc's revenue is 1m - 10m
Strategic financial services, inc has 11 - 50 employees.
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