Strategic Financial Services, Inc.

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Strategic Financial Services is driven to help people live a great life. The firm supports its clients in this pursuit through goal-based, comprehensive financial planning backed by tailored investment strategies. In business since 1979, Strategic has grown to a team of 32 professionals servicing over 1,000 clients totaling $1.2 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. The firm is headquartered in Utica, NY with additional offices in Syracuse and West Palm Beach, FL.The Strategic team has been recognized by Barron's magazine as one of the nation's Top 100 Financial Advisors six times and was recognized by InvestmentNews as a 2020 Best Place to Work for Financial Advisers. To learn more, please contact Michael Leist at 315-724-1776 or email at



Main Contact

Mr. Alan Leist III


(315) 724-1776


(315) 735-7739



114 Business Park Dr.
Utica, NY 13502