Welcome Greg Tedone!
Utica, NY, April 28, 2022- Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York based wealth management firm, is proud to announce that Greg Tedone, ARPC, has joined the Strategic team as Head of Retirement Plans, Senior Advisor. In his role, Greg will be responsible for leading the Retirement Plan division as a fiduciary guide and advocate, involved in overseeing and supporting the holistic experience of our client’s employer retirement plans. In 2021, Greg was named a Top Retirement Plan Advisor under 40 by the National Association of Plan Advisors (NAPA).
“We are thrilled to add Greg’s experience and expertise to the team as well expand our geographic footprint with a new satellite location in Rochester, which Greg will oversee,” said Alan Leist, III, CEO Strategic Financial Services. “Greg’s background and success in the Retirement Plan industry will provide an enormous value to our clients and encourage growth. His addition to the team exemplifies our three core values: Serve, Grow, Live,” added Leist.
“Right away I knew I joined a team of inspired people who set out each day to do great things and with one common purpose – to help people live great lives,” said Greg Tedone. “And I am excited to be a part of a 40+ year legacy of excellence.”
Most recently Greg served as Director of Retirement Plan Consulting at a Registered Investment Advisor (RIA) consisting of over 175 retirement plans with $3B in AUA. Prior, Greg worked for a retirement focused Fortune 100 financial services organization where he advised participants through individual retirement plan education sessions and orchestrated employee wellness programs. Greg himself obtained the Accredited Retirement Plan Consultant (ARPC) designation and is a graduate of the University of Rochester, Simon Business School (MBA) program and has a bachelor’s degree from Geneseo College at the State University of New York.
In business since 1979, Strategic has a team of over 35 wealth management professionals, servicing more than 1,000 clients and managing over $1.75 billion in assets. Our team collectively celebrates 5 CFP® designations, 5 CFA designations and 1 ChFC® designation. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.
Strategic headquarters reside in Utica, NY with satellite offices in Little Falls, NY, Rochester, NY, Rome, NY, Syracuse, NY, and Troy, 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.
