Strategic Celebrates Ribbon Cutting for Rome, NY Office
Utica, NY, June, 28 – Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York-based wealth management firm, is proud to announce the official Ribbon Cutting Ceremony took place at the new Rome, NY office on Thursday, June 23rd. This new office is located at 1320 Floyd Avenue, near the entrance to the Griffiss Business Development Park.
The Rome team will be headed by Lead Advisor, Gregory Mattacola, Esq., CFP®, Kathryn Nolan, Associate Advisor, and Crystal Seymore, Executive Assistant, all Rome natives. Mattacola founded and operated The Mattacola Law Firm for 13 years in Rome with a focus on estate planning, health care and employment law. In the past, he also served as Vice-President/In-house Counsel to Rome Memorial Hospital, and Counsel to Hancock Estabrook, LLP. He is a past Chairman and currently serves as Second Vice-Chairman of the Rome Area Chamber of Commerce, in addition to numerous other community endeavors.
“I have a true passion for the Rome area community,” Mattacola says. “The people here are my neighbors, friends, and colleagues. They deserve the superior level of wealth management services that Strategic Financial is known for and I’m thrilled that we are coming to Rome to do just that.”
“Rome has seen rapid growth in recent years, and we’re excited to be a part of it,” said Alan Leist, III, CEO of Strategic Financial Services. “Rome is an amazing place to be and has been so welcoming to the Strategic family as we expand our footprint. We want to thank the Rome Chamber of Commerce, the Utica Chamber of Commerce and so many others for their support and dedication to growth -one of our core values – in the Rome community. We know a bright future lies ahead.”
Lastly, we were honored at our Ribbon Cutting celebration to present a donation of $2,500 to the Rome Family Branch YMCA located on West Bloomfield St. as a sign of our commitment to supporting those who have dedicated their mission to serving our communities. The YMCA is committed to strengthening community by empowering young people, improving the health and well-being of people of all ages and inspiring action in and across communities. We are proud to support the mission they have been carrying out in Rome for decades.
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.
Other stories you may like
Congratulations Greg Mattacola, Esq., CFP®
Strategic Named 2022 Investment News Best Places to Work
Congratulations Melissa Fernalld, CFP®
Strategic Financial Services Named to List of Nation’s Top DC Advisor Teams
Strategic Serves: Raises $1,500 for The Country Pantry at Cornhole Tournament
Welcome New Team Members