Strategic Donates $10,000 to Support Rome Business Community
Utica, NY, July 24, 2024 – Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, has announced a donation of $10,000 to the Rome Emergency Business Fund. This fund has been established by the city of Rome, Oneida County, and the Rome Area Chamber of Commerce to assist small businesses affected by the tornado on July 16th.
“We are incredibly proud to be part of the Rome business community,” said Alan Leist III, CEO. “Since opening our Rome office in 2022, under the leadership of Rome native and former Rome Area Chamber of Commerce President, Greg Mattacola, Esq., CFP®, we have witnessed firsthand the resilience and strength of this community. We have no doubt that, together, Rome will rebuild and emerge stronger than ever,” added Leist.
If you are a local business looking for financial support, the application can be found out here: business.romechamber.com/form/view/33651.
If you are interested in donating to the fund, please send an email to info@romechamber.com
For more information about Strategic Financial Services, Inc., please visit www.investstrategic.com.
About Strategic Financial Services
In business since 1979, Strategic has a team of over 35 wealth management professionals, servicing more than 1,230 clients and managing more than $2 billion in assets. Areas of focus include Investment Management, Financial Planning, Institutional Investment Management and Corporate Retirement Plans.
Headquartered in Utica, NY with Satellite offices in Rochester, Syracuse, Rome, Little Falls, and West Palm Beach, FL. Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.
