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Strategic Financial Services
- Financial Services
- Utica, NY
About this business
Financial & Estate Planning, Investment Management, Retirement Plans
Location details
114 Business Park Dr, Utica, NY, 13502, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
A full-service financial firm that takes a holistic approach to long-term financial stability. Trustworthy and dependable. Very flexible around catering to my individual needs as a client.
The folks at Strategic are among the most ethical, knowledgeable, and responsive professionals in the financial services industry. Their innovative and customer-centric investment approach provides me the peace of mind needed in this ever-changing, dynamic investment landscape. Could not recommend them more!
I transferred my account to Strategic two years ago and I couldn’t be happier with the firm, the principles of the firm and my personal advisor, Greg Mattacolla. The volatility and the normal fluctuations of the markets can be nerve racking and/or emotionally distressing but I have been and continue to be confident in the Strategic approach, experience, attention to suitability requirements and hands on, 24/7, availability and communication. I have never waited more than a few hours for an answer to a question, advice or dir... read more
I can’t say enough positive things about Strategic!… Great service, great minds and great people!
Strategic Financial is a truly impressive and highly respected firm. Founded over 40yrs ago -- and still run by, in many cases, the same team that has been with them for decades -- they play the long game with their clients and are deeply and genuinely invested in their clients. This includes coaching and advising me through any number of life events over the past almost 25yrs, knowing that these all contribute in a variety of ways to my path and ultimately my life in the context of my financial picture. I'm always impressed... read more
Frequently asked questions about Strategic Financial Services
How is Strategic Financial Services rated?
Strategic Financial Services has a 5 star rating with 6 reviews.
When is Strategic Financial Services open?
Strategic Financial Services is open now. It will close at 5:00 p.m.
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