UTICA – Strategic Financial Services, Inc., an independent wealth management firm based in Central New York, announced a new membership at Rock City Center, 67 Flint Ave., a co-working co-working space in Little Falls.
For over 40 years, the Utica Headquarters of Strategic Financial Services, Inc., has served a growing clientele and network in the greater Little Falls community and now looks forward to having a more dedicated presence in the area. . Team members Laura Powers, Senior Advisor, and Kyle Dempster, Associate Advisor, both residents of the Little Falls area, will represent the strategic team in this new location.
“From Rochester to the Capital District, Strategic is committed to growth across Upstate New York with what we call our Thruway+Strategy,” said Alan Leist, III, CEO of Strategic Financial Services. . “The community of Little Falls is part of that vision with bright days ahead of it,” added Leist.
“I’ve seen the continued revitalization of Little Falls firsthand because I live right here in the city,” Powers said. “I am proud that Strategic sees the value in our community and has chosen to make this investment. There are so many great people in both our wider community and the strategy team – it’s exciting to bring them together in a more formal way.
In business since 1979, Strategic has a team of over 35 wealth management professionals, serving over 1,000 clients and managing over $1.75 billion in assets. His team collectively celebrates 5 CFP designations, 5 CFA designations, 1 CIMA designation and 1 ChFC designation. Areas of interest include: investment management, financial planning and corporate pension plans.
Strategic is headquartered at 114 Business Park Dr., Utica, with satellite offices in Little Falls, Rome, Rochester, Syracuse and Troy.
To learn more about Rock City Centre, visit their website at https://rockcitycentre.com.