STRATEGIC FINANCIAL SERVICES
Utica, NY
AUM
$2.81B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(315)724-1776
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, UTICA
4 advisers found
ADIRONDACK FINANCIAL SERVICES CORP
Utica, NY
AUM
$461.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
315-724-4186
CARUSO MCLEAN & CO., INC.
Utica, NY
AUM
$281.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
315-724-5105
ONE HOPPER ASSET MANAGEMENT
Utica, NY
AUM
$57.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
315-734-1410
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