Skip to content
August 3, 2022

Strategic Named One of CNYBJ’s Best Places to Work

Utica, NY, August 3, 2022– Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York-based wealth management firm, is proud to announce they have been named one of Central New York’s Best Places to Work by the CNY Business Journal, 15-50 employee’s category. This recognition is given to employers that encourage, cultivate and promote a great place to work. To qualify, Strategic Financial team members participated in an independently run survey by Research & Marketing Strategies with a minimum participation rate of 65%.

“If I know one thing about business, it’s that if you take care of your people, they will take care of your clients,” said Alan Leist, III, CEO of Strategic Financial Services. “Ensuring that Strategic continues to be a great place to work will always be a priority for us and it is so humbling to be recognized for our success in this area alongside other amazing organizations in our community.”

Strategic Financial Services has been awarded Best Place to Work by InvestmentNews in 2020, 2021 and 2022 and was also recognized this year as a nominee in the Observer-Dispatch, 2022 Best of the Best Campaign in the Investment Firm category.

About Strategic Financial Services

In business since 1979, Strategic has a team of over 37 wealth management professionals, servicing more than 1,000 clients and managing $1.7 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.

Headquartered in Utica, NY with satellite offices in Albany, Little Falls, Rochester, Rome and Syracuse, 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.

Related News