JV
Judith Vicks Sweet Cfa
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Work Experience
President
Oct 1988 - Present · 36 years and 2 months
Marine Midland Bank
Portfolio Manager
Jul 1984 - Oct 1988 · 4 years and 3 months
Corporate Trust Department Assistant
Jul 1983 - Jul 1984 · 1 years
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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