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Strategic Financial Services, Inc.
114 Business Park Dr, Utica
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The folks at Strategic are among the most ethical, knowledgeable, and responsive professionals in the financial services industry. Their innovative and customer-centric investment approach provides me the peace of mind needed in this ever-changing, dynamic investment landscape. Could not recommend them more!
A full-service financial firm that takes a holistic approach to long-term financial stability. Trustworthy and dependable. Very flexible around catering to my individual needs as a client.
As a young couple, newly married with a new baby, Strategic helped us to get organized and ensure we had a thorough and personalized plan. Our advisor Melissa and her team have been amazing to work with. They are extremely knowledgeable and very responsive.They also connected us with great partners in their network to help us complete Estate Paperwork and ensure we had proper life insurance coverage for example. We feel so much better knowing we have the proper plan and protections in place to take care of our family.