What are the opening hours?

Monday 8:30am - 4:30am Tuesday 8:30am - 4:30am Wednesday 8:30am - 4:30am Thursday 8:30am - 4:30am Friday 8:30am - 4:30am

Strategic Financial Services, Inc

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United States
New York Mills, NY
Strategic Financial Services, Inc

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Founded in 1979, Strategic is a leading investment and wealth management firm

Strategic offers Financial Planning, Employer Retirement Plans, Investment Management, Wealth Management and more.

10/29/2026

Sometimes serving your community means rolling up your sleeves. Sometimes it means putting on a costume.

Strategic's own Sarah Owens and Laura Powers volunteered at Resource Center for Independent Living's recent Children's Character Party, helping bring a little extra magic to local families.

Thank you to RCIL and the many volunteers who make this event a special tradition year after year. We're grateful to have team members who bring our values to life, both inside and outside the office.

10/27/2026

With Election Day just a week away, politics understandably dominates the conversation. But history offers an important reminder for investors: markets have advanced under both political parties, and election outcomes have not provided a reliable roadmap for future returns.

In this week's Insights, Doug Walters, CFA reflects on why voting and investing are best treated as two very different decisions.

🔗Read the article: https://bit.ly/3UmdxqN

10/22/2026

Our Chief Growth Officer, Katy Heintz, was recognized in Mohawk Valley Living's "MV's Best: Women in Business."🎉

Katy leads with the same qualities we value at Strategic: a commitment to serving others, a passion for growth, and a belief that success is built through strong relationships and meaningful impact. Her recognition reflects the dedication, leadership, and energy she brings to our team and the communities we serve every day.

Congratulations, Katy! We're lucky to have you helping shape what's next.

🔗Read the full article: https://bit.ly/4z5k1cI

Disclosure: Strategic is a sponsor of MVL. This feature/selection reflects MVL's independent editorial selection.

10/21/2026

Artificial intelligence may reshape the economy, but that does not mean investors can predict when enthusiasm will fade.

Looking back at the dot-com era, this week’s Insights, with CIO Doug Walters, CFA, explores why recognizing risk and successfully timing markets are two very different things.

🔗Read the full article: https://bit.ly/4ytStwB

10/16/2026

The women of Strategic aren't just shaping financial plans. They're helping people build lives with purpose, confidence, and clarity.

Thanks to Mohawk Valley Living for featuring the talented women across our organization in a recent article, "The Women of Strategic: Leading with Purpose". Their leadership, dedication, and passion for serving others are a big part of what makes Strategic who we are.

Give it a read and get to know some of the remarkable women helping bring our mission to life every day.

🔗 https://bit.ly/4i29Tua

Disclosure: Sponsored by Strategic Financial Services, an SEC-registered investment adviser. General information only; not personalized advice. SEC registration does not imply skill or training. Assets as of September 2026.

10/12/2026

📍 Albany/Saratoga | Rochester | Syracuse

We're growing our advisory presence across Upstate New York and are hiring both a Lead Advisor and Associate Advisor to help support clients and communities throughout the region. These are regionally focused roles that will play an important part in Strategic's continued growth across our primary markets.

If you're looking for a collaborative, employee-owned firm where you can build meaningful client relationships, contribute to a strong team culture, and grow your career, we'd love to connect.

🔗Learn more and apply: https://bit.ly/4jYmfG2

10/09/2026

Some events become traditions. Others become memories that last a lifetime.

Resource Center for Independent Living's Character Party is a little bit of both.

In this clip, RCIL Director, Mary Brognano shares why families return year after year to experience the excitement, creativity, and pure joy that fills the room when children meet their favorite characters.

We always look forward to this beloved community event and the chance to help create another day filled with smiles, laughter, and magic.

We hope to see you there on October 17!

10/07/2026

Good company. Great conversation. A night to remember.✨

A special thank you to Copper City Ci**rs for hosting our recent Gatsby-themed gathering. We loved bringing the community together for an unforgettable time.

Here's to meaningful connections and memorable evenings.

10/06/2026

The AI investment boom is no longer just a technology story. It is influencing economic growth, inflation, interest rates, and market valuations simultaneously.

In this quarter’s Perspectives, Strategic CIO Doug Walters, CFA, examines how one of the largest capital investment cycles in modern history is reshaping both markets and the broader economy, and why diversification remains as important as ever.

🔗Read the full article: https://bit.ly/47AQcEP

10/05/2026

📣Now Hiring: Associate Advisor (Rome, NY)

Looking to grow your career in financial planning and work alongside a team that's passionate about helping people live a great life?

Strategic is hiring an Associate Advisor for our Rome, NY office. In this role, you'll:
☑️Help support client relationships
☑️Coordinate financial planning and investment implementation
☑️Collaborate with advisors and professional partners
☑️Make a meaningful impact on clients' lives

📍 Rome, NY
🔗 Learn more and apply today: https://bit.ly/4AHvYqi

Address

114 Business Park Drive
New York Mills, NY
13502

Opening Hours

Monday	8:30am - 4:30am
Tuesday	8:30am - 4:30am
Wednesday	8:30am - 4:30am
Thursday	8:30am - 4:30am
Friday	8:30am - 4:30am

Telephone

+13157241776

Website

https://investstrategic.com/

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