Utica, NY – August 10,2021 – Strategic Financial Services, Inc. (“Strategic”), a Central New York based independent wealth management firm, has announced plans to open an office in Rome, NY in the 4th quarter of 2021. For over 40 years, the Utica headquarters of Strategic has served a growing client base in the Rome community and now looks forward to having a dedicated presence in the city. The new office will be located at 1320 Floyd Avenue, near the entrance to Griffiss Business Development Park.
“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. “We are focused on helping people live great lives. Our approach as a fiduciary is to build lifetime partnerships with consistent service, a straightforward approach and good people. We are excited to have Greg and Kat carry on that mission for Strategic in the Rome community.”
The Rome team will be headed by Senior Advisor, Gregory Mattacola, Esq. and Kathryn Nolan, Associate Advisor, both 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.”
In business since 1979, Strategic has a team of 37 wealth management professionals, servicing over 1,000 clients and managing more than $1.7 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. With offices in Utica, NY, Rome, NY, Syracuse, NY and West Palm Beach, FL, Strategic is a regional leader in the Wealth Management industry. While successfully growing from established roots, the firm continues to expand its geographic footprint and influence across the northeast and throughout the United States.