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News/August 8, 2024

Strategic Nominated for Best Places to Work in CNY

Utica, NY, August 7, 2024 – Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, is proud to announce that we are a qualifying business for Best Places to Work in Central New York (CNY) award. This recognition highlights our unwavering commitment to creating a supportive and inspiring workplace where every team member can thrive.

At Strategic, one of our core values is to live a great life while helping others do the same. This nomination is a testament to our dedication to fostering an environment that empowers our employees and promotes their well-being.

“We are honored to be recognized among such esteemed companies,” said Alan Leist, III, CEO of Strategic Financial Services. “This nomination reflects the hard work and dedication of our incredible team. We believe that when our employees thrive, our company thrives.”

We extend our heartfelt thanks to our team for their continuous efforts and contributions. This achievement would not have been possible without their commitment and passion.

For more information on the CNY Business Journal’s Best Places to work: https://www.cnybj.com/event/best-places-to-work-awards/

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 more than 35 wealth management professionals, servicing more than 1,230 clients and managing over $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.

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