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November 30, 2023

Tedone Named 2024 Top Retirement Plan Advisors Under 40

Utica, NY — Strategic Financial Services, Inc., an independent, Central New York based wealth management firm, is proud to announce that Head of Retirement Plans and Senior Advisor, Greg Tedone, has been named 2024 Top Retirement Plan Advisor Under 40. NAPA’s “Aces,” or those who stand out for their leadership and success in raising the bar for the industry as a whole, the next generation of financial professionals to propel and expand retirement plans for millions of American workers.

“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” noted Nevin Adams, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “This latest chapter – the NAPA Top Retirement Plan Advisors Under 40, vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by nominees – are widely seen as the future leaders of the retirement plan advisor industry.”

“Strategic exists to help people live a great life,” said Alan Leist, III, CEO of Strategic Financial Services. “Providing outstanding workplace financial advice and fiduciary oversight is right in line with that mission. This award further recognizes that we have the right team in place to deliver industry leading retirement plan solutions to our clients.” added Leist.

The list of NAPA’s Top Retirement Plan Advisors Under 40 will be featured in the Spring issue of NAPA Net the Magazine which will be available online at 2024 Aces: Top 100 Retirement Plan Advisors Under 40 | National Association of Plan Advisors (napa-net.org).

About the National Association of Plan Advisors

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.

About Strategic Financial Services, Inc.

In business since 1979, Strategic has a team of over 35 wealth management professionals, servicing more than 1,100 clients and managing over $1.8 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.

Headquartered in Utica, NY, 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.

Top DC Advisor Teams Disclosure

Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.

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