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News/February 28, 2022

Strategic Named 2022 Investment News Best Places to Work

Utica, NY, March 2, 2022 – Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York-based wealth management firm, has been recognized by InvestmentNews as a 2022 Best Place to Work for Financial Advisers. This is the third year in a row that the firm has received this award. Strategic was chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.

“Strategic is thrilled to be recognized once again for our incredible team and the culture we have built together,” said Alan Leist, III, Strategic’s CEO. “An engaged team is the key to fulfilling our purpose of ‘helping people live a great life.’ Consistent service and a straightforward approach from good people is what makes Strategic unique.”

According to InvestmentNews, the annual award seeks to recognize advisory firms that go beyond offering financial advisers a good salary and benefits. The publication states, “They create workplaces that empower employees with the skills and confidence necessary to deliver the best possible investment and financial planning guidance to clients. In 2021, they’re also taking steps to keep employees safe during the pandemic.”

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

“In a year that’s seen so much turmoil in the workplace – from mask mandates and canceled office reopening’s to The Great Resignation – InvestmentNews is proud to spotlight those firms with a proven record of investing in their most valuable resource: their employees,” said Paul Curcio, executive editor of InvestmentNews. “We applaud this year’s finalists and wish them all the best in 2022.”

In business since 1979, Strategic has a team of over 36 wealth management professionals, servicing more than 1,000 clients and managing over $1.8 billion in assets. Of our 36 team members, Strategic now has 5 with a CFP® designation and 5 with a CFA designation. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.

With offices in Utica, NY, Syracuse, NY, Rome, NY, Little Falls, NY 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.

To learn more about the InvestmentNews 2022 Best Places to Work for Financial Advisers, please go to

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