Strategic Financial Services Revenue
Financial Services • 
Utica, New York, United States • 51-100 Employees
Strategic Financial Services revenue & valuation
| Annual revenue | $3,400,000 |
| Revenue per employee | $62,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,900,000 |
| Total funding | No funding |
Key Contacts at Strategic Financial Services
Prashant Shah
Director
Mike Quirk
Registered Representative / Co-Owner
David Lemire
Director Of Research
Paulette Taylor
Owner
Inga Johnson
Chief Executive Officer
Swapnil Wani
Owner
Ashwini Pandit
Owner
Bill Kelly
Owner
Alexander Lipan
Ceo
Company overview
| Headquarters | 114 Business Park Drive, Utica, New York 13502, US |
| Phone number | +18009374461 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Investment Management, Institutional Consulting, Corporate Retirement Plans |
| Founded | 1979 |
| Employees | 51-100 |
| Socials |
Strategic Financial Services Email Formats
Strategic Financial Services uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@investstrategic.com), used 83.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@investstrategic.com | 83.7% |
{first name}{last name} | johndoe@investstrategic.com | 11.6% |
{first initial} | j@investstrategic.com | 2.3% |
{last name}{last name} | doedoe@investstrategic.com | 2.3% |
About Strategic Financial Services
Founded in 1979, Strategic Financial Services is committed to providing our clients with the highest level of service possible. Our team of 37 professionals manages and advises on assets exceeding $2.3 billion, specializing in Investment Management, Financial Planning, and Corporate Retirement Plans. With headquarters in Utica, NY, we have additional offices in Syracuse, Rome, Rochester, Little Falls and West Palm Beach, FL. Strategic Financial Services has been recognized by Forbes 2024 as a Top American RIA Firm, CNYBJ Best Places to Work (2022 & 2024), and InvestmentNews Best Places to Work for Financial Advisors (2020-2022). Third-party rankings and recognitions reflect specific criteria and methodologies but do not assure future investment success. For example, being recognized as a highly rated advisor does not guarantee superior performance or results. We have been named one of the "Best Places to Work for Financial Advisors" by InvestmentNews in 2020, 2021, and 2022. This recognition is based on comprehensive employer and employee surveys evaluating workplace culture, engagement, satisfaction, HR practices, benefits, and environment. Participation in the evaluation process involved a fee, which should be considered when assessing the significance of this recognition. We were also honored as one of the "Best Places to Work" by the Central New York Business Journal in 2022 and 2024. This recognition reflects a detailed review of employer submissions and employee surveys analyzing workplace culture, engagement, satisfaction, and policies. As with other awards, participation in this evaluation required a fee, which should be noted when considering its significance. Additionally, Strategic Financial Services, Inc. has been named to the Forbes Top RIA Firms list. This ranking is compiled through a rigorous evaluation process, including in-person, virtual, and telephone due diligence meetings, as well as a ranking algorithm that considers best practices, client
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Strategic Financial Services has 46 employees across 6 departments.
Departments
Number of employees
Funding Data
Strategic Financial Services has never raised funding before.
Strategic Financial Services Tech Stack
Discover the technologies and tools that power Strategic Financial Services's digital infrastructure, from frameworks to analytics platforms.
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CDN
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Miscellaneous
Programming languages
Blogs
Analytics
SEO
Germany
Switzerland
Frequently asked questions
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