Wealth management firm expands with new office in Little Falls

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UTICA — Strategic Financial Services, Inc., an independent, Central New York based wealth management firm, has announced a new membership with Rock City Centre, 67 Flint Ave., a collaborative shared workspace in Little Falls.

For more than 40 years, the Utica headquarters of Strategic Financial Services, Inc., 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 adviser, and Kyle Dempster, associate adviser, both residents of the Little Falls area, will represent the Strategic team in this new location.

“From Rochester to the Capital District, Strategic is committed to growth across Upstate New York 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 Powers. “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 more than 35 wealth management professionals, servicing more than 1,000 clients and managing over $1.75 billion in assets. Its 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 is headquartered at 114 Business Park Dr., Utica, with satellite offices in Little Falls, Rome, Rochester, Syracuse, and Troy.

To learn more about Rock City Centre, see its website at https://rockcitycentre.com.

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