Strategic Financial Services

Description

Founded in 1979, Strategic Financial Services is an independent wealth management firm specializing in investment management, financial planning, and company sponsored retirement plans. A clear focus, well-defined process and independent mindset are at the core of our work. Strategic manages and advises on assets of over $900 million for clients across New York State and along the East Coast.

Lori joined the firm in 2013 as an Executive Assistant on the Wealth Management team. She specializes in all aspects of executive support for Alan R. Leist Jr., CEO, with an emphasis on providing the highest level of service to clients across the firm.

Strategic has been managing client assets for over 30 years. Across the organization, we have always insisted on quality and consistency. Market cycles may come and go, but a disciplined methodology ensures that institutional assets can grow within a well-defined framework of risk tolerance, returns expectations, and investment constraints.

Strategic Financial Services was founded on the premise that investors are entitled to the highest level of service possible in the management of their finances. For over 30 years, we have fostered a culture of excellence, teamwork and integrity in support of client objectives.

We manage retirement plans that are uniquely tailored to your organization, and all its stakeholders. From your executive office to the shop floor, we provide investment management, consulting, education and advice.

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