Our Time to Shine - Manlius Pebble Hill School

Firm Background: Founded in 1979, Strategic Financial Services is an
independent financial advisory firm that manages and advises on assets of over
$800 Firm million Background: for families, Founded businesses, 1979, and Strategic not-for-profit Financial organizations Services is an
throughout independent Central financial New advisory York and firm across that the manages country. and The advises firm specializes on assets in of over
the
$800
areas
million
of investment
for families,
management,
businesses,
financial
and not-for-profit
planning and
organizations
corporate
retirement plans with an emphasis on customized solutions and personal
throughout Central New York and across the country. The firm specializes in
service.
the areas of investment management, financial planning and corporate
retirement plans with an emphasis on customized solutions and personal
Corporate
service.
Highlights: Barron’s Magazine has selected CEO Alan R. Leist, Jr.,
CFP as one of the “Top 100 Independent Financial Advisers” in the country
three Corporate times Highlights: and “Top 100 Barron’s Financial Magazine Advisers” has three selected times. CEO Alan R. Leist, Jr.,
CFP as one of the “Top 100 Independent Financial Advisers” in the country
Locations: three times Headquarters and “Top 100 located Financial Utica, Advisers” NY with three additional times. offices in
Syracuse, NY and West Palm Beach, FL
Locations: Headquarters located in Utica, NY with additional offices in
Website: Syracuse, www.investstrategic.com
NY and West Palm Beach, FL
Contact: Website: 315.724.1776 www.investstrategic.com
/ 800.937.4461 or info@investstrategic.com
Contact: 315.724.1776 / 800.937.4461 or info@investstrategic.com