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Annual Compliance Documents

As of March 31, 2018

  • FORM ADV Part 1
  • Form ADV Part 2A
  • Form ADV Part 2B
  • Privacy Notice

This Brochure provides information about the qualifications and business practices of Strategic Financial Services. The disclosure information should be carefully considered before you become a Client of Strategic Financial Service. If you have any questions about the contents of this brochure, please contact us. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.

Additional information about Strategic Financial Services also is available on the SEC’s website at www.adviserinfo.sec.gov.

Where a reference is made to being a “registered investment adviser” throughout this document, the term “registered” does not imply a certain level of skill or training.  “Registered” means that the company has filed the necessary documentation to maintain registration as an investment advisor with the Securities and Exchange Commission.

LATEST FORM ADV PART 1

LATEST FORM ADV PART 2A & 2B