Strategic Financial Services, Inc. - Utica, New York

Chris S.

As a young couple, newly married with a new baby, Strategic helped us to get organized and ensure we had a thorough and personalized plan. Our advisor Melissa and her team have been amazing to work with. They are extremely knowledgeable and very responsive.
They also connected us with great partners in their network to help us complete Estate Paperwork and ensure we had proper life insurance coverage for example. We feel so much better knowing we have the proper plan and protections in place to take care of our family.

Elizabeth M.

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 direction. I cannot recommend Strategic highly enough…these people really care.

Garrett B.

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 at how available the Strategic Team is, they not only take my messages and calls at all hours of nights and weekends but are legitimately interested in working with me and helping me navigate an increasingly complex set of life variables. I feel like I have a true and trusted partner available to guide me whenever needed. And when not needed, I know that they are in the background making the best possible decisions with my investments on my behalf.

In a world of Robo-Advisors, only the best firms will prevail and make a meaningful difference in the outcomes for their clients. I cannot recommend Strategic Financial Services highly enough now and for the foreseeable future. Thank you!

Matt G.

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!

Nick M.

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.

Brian B.

I can’t say enough positive things about Strategic!… Great service, great minds and great people!