Strategic Financial Services

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

114 Business Park Dr, Utica, New York, 1...

Phone Number

(800) 937-4461

Revenue

$19.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
2
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1

About Strategic Financial Services

Strategic Financial Services, Inc is a financial services firm. The company operates in three divisions, including strategic business solutions, strategic mortgage advisory, and strategic private client group. Its areas of focus include investment management, financial planning, and corporate retirement plans. The company was founded in 1979 and is headquartered in Utica, New York.Explore more
Strategic Financial Services's Social MediaPopular SearchesStrategic Financial Services IncStrategic Financial ServicesStrategic Financial Services LLCStrategic FinancialStrategic Financial Services CorpSIC Code 62,628NAICS Code 52,523Show more

Strategic Financial Services Org Chart

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Chief Executive Officer

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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategic Financial Servi...

$19.1M
11-50
Private
-
1979
$5.2M
11-50
Private
<$5M
2012
Kim Zajic, Chief Administrative Officer (CAO) at SteelPeak Wealth Management
Kim ZajicChief Administrative Officer (CAO)
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
11-50
Private
-
1997
YO
Yvonne OlsonVice President
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
11-50
Private
-
2011
LB
Linda BaulchDirector, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Strategic Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Strategic Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Strategic Financial Services.

Strategic Financial Services Tech Stack

A closer look at the technologies used by Strategic Financial Services

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Frequently Asked Questions Regarding Strategic Financial Services

What is Strategic Financial Services's official website?
Strategic Financial Services's official website is www.investstrategic.com
What is Strategic Financial Services's Revenue?
Strategic Financial Services's revenue is $19.1 Million
What is Strategic Financial Services's SIC code?
Strategic Financial Services's SIC: 62,628
What is Strategic Financial Services's NAICS code?
Strategic Financial Services's NAICS: 52,523
How many employees does Strategic Financial Services have?
Strategic Financial Services has 11-50 employees
What industry does Strategic Financial Services belong to?
Strategic Financial Services is in the industry of: Finance, Securities Trading
What is Strategic Financial Services competition?
Strategic Financial Services top competitors include: FRS Capital Management, Wealth Strategies, ICON Financial, Provident Wealth Advisors
What technology does Strategic Financial Services use?
Some of the popular technologies that Strategic Financial Services uses are: WordPress.org, Microsoft SharePoint, Cloudflare Website Optimization, HubSpot Marketing Free
How do I contact Strategic Financial Services?
Strategic Financial Services contact info: Phone number: (800) 937-4461 Website: www.investstrategic.com
What does Strategic Financial Services do?

Strategic Financial Services, Inc is a financial services firm. The company operates in three divisions, including strategic business solutions, strategic mortgage advisory, and strategic private client group. Its areas of focus include investment management, financial planning, and corporate retirement plans. The company was founded in 1979 and is... headquartered in Utica, New York.Read More

What are Strategic Financial Services social media links?
Strategic Financial Services Linkedin page Strategic Financial Services Twitter page Strategic Financial Services Facebook page
Is Strategic Financial Services a public company?
Strategic Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Strategic Financial Services

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