CompaniesdividerStrategic Financial Services, Inc.

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


Strategic Financial Services, Inc.

linklinkedinfacebooktwitter

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 twenty-six professionals managing and advising clients on assets of over $950 million. 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).

Headquarters:
114 Business Park Drive, Utica, New York, United States, 13502
Industry:
Financial Services
Founded:
1979
Employees:
84
Annual Revenue:
-
Type: Private
Ticker: -
United States 62South Africa 11India 7Canada 2Hong Kong 1Indonesia 1
Estate PlanningInvestment ConsultingTax PlanningInsuranceRetirement PlanningFinancial PlanningPortfolio ManagementInvestmentsWealth PlanningInvestment Advice
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice
NAICS Code: 541611Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Management, Scientific, and Technical Consulting ServicesNAICS Industry: Management Consulting ServicesNational Industry: Administrative Management and General Management Consulting Services
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Strategic Financial Services, Inc.

Let us help answer the most common questions you might have.

Where is Strategic Financial Services, Inc. located?

angle left

Strategic Financial Services, Inc.'s headquarters is located at 114 Business Park Drive, Utica, New York, United States, 13502

What is Strategic Financial Services, Inc.'s official website?

angle left

Strategic Financial Services, Inc.'s official website is investstrategic.com

What is Strategic Financial Services, Inc.'s SIC code?

angle left
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Strategic Financial Services, Inc.'s NAICS code?

angle left
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice
NAICS Code: 541611Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Management, Scientific, and Technical Consulting ServicesNAICS Industry: Management Consulting ServicesNational Industry: Administrative Management and General Management Consulting Services
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

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

angle left

Strategic Financial Services, Inc. has 84 employees

What industry does Strategic Financial Services, Inc. belong to?

angle left

Strategic Financial Services, Inc. is in the industry of: Financial Services

What are Strategic Financial Services, Inc.'s social media links?

angle left

Strategic Financial Services, Inc. Linkedin page

Browse other Companies

ABCDEFGHIJKLMNOPQRTSUVWXYZ

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

From Our Blog