Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York based wealth management firm, has announced a new membership with Rock City Centre (RCC), a collaborative shared workspace now open in Little Falls, NY. For over 40 years, the Utica headquarters of Strategic has served a growing client and network base in the greater Little Falls community and now looks forward to having a more dedicated presence in the area. Team members Laura Powers, Lead Advisor and Kyle Dempster, Associate Advisor, both residents of the area, will represent the Strategic team in this new location.
“From Rochester to the Capital District, Strategic is committed to growth across Upstate, NY with what we are calling our Thruway+ Strategy,” said Alan Leist, III, CEO of Strategic Financial Services. “The Little Falls community is a part of that vision with great days ahead of it,” added Leist.
“I have seen the ongoing revitalization of Little Falls firsthand as I live right here in the city,” said Laura Powers, Lead Advisor at Strategic Financial Services. “I’m proud that Strategic sees the value in our community and has chosen to make this investment. There are so many great people both in our larger community and on the Strategic team – It’s exciting to bring them together in a more formal way.”
About Strategic Financial Services
In business since 1979, Strategic has a team of over 35 wealth management professionals, servicing more than 1,000 clients and managing over $1.75 billion in assets. Our team collectively celebrates 5 CFP® designations, 5 CFA designations, 1 CIMA® designation and 1 ChFC® designation. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. Strategic headquarters reside in Utica, NY with satellite offices in Little Falls, NY, Rome, NY, Rochester, NY, Syracuse, NY, and Troy, NY.