AL
Alan Leist Iii
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Work Experience
Sep 2005 - Present · 19 years and 3 months
CEO
May 2019 - Present · 5 years and 7 months
Principal And Senior Advisor
Sep 2005 - May 2019 · 13 years and 8 months
Board Of Directors
Apr 2020 - Present · 4 years and 8 months
Company Details
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 Barron's magazine as one of the nation's Top 100 Financial Advisors three times (2004, 2005, 2006) and as one of the nation's Top 100 Independent Financial Advisors three times: (2007, 2008, 2009).
Year Founded
1979
Social Media
Linkedin
Industry
Financial Services
HQ Location
114 Business Park Drive Utica, New York 13502, US
Keywords
Investment ManagementCorporate Retirement PlansFinancial Planning
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