Aaron Cfa

Analyst at Strategic Financial Services Inc

Aaron Cfa's Professional Contact Details

Email (Verified)

****@investstrategic.com

Get Email Address

(315) 724-1776

Location

New Hartford, New York, US

Company

Strategic Financial Services Inc

Person Seniority

entry

Aaron Cfa's Current Company Details

Strategic Financial Services Inc

Utica, New York, US • 34 Employees

finance

Strategic Financial Services was founded in 1979 under the premise that investors are entitled to the highest level of service possible in the management of their finances. We have grown to a team of twenty-eight professionals managing and advising clients on assets of over $1.2 billion. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. With headquarters in Utica, NY, we have additional offices in Syracuse, NY 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 three times (2004, 2005, 2006) and as one of the nation's Top 100 Independent Financial Advisors three times: (2007, 2008, 2009).

Founded Year

1979

Organization Website

investstrategic.com

Organization Languages

English

Organization Revenue

6000

Current Technologies

outlook

nginx

wordpress org