Strategic Financial Services

Retirement Planning Firm in Norwood, MA

Firm Info
Address: 1500 Boston Providence Hwy STE 34, Norwood, MA 02062, USA
Phone: (781) 769-6817

Firm Size
Assets Under Management: $1.8 billion
# of Advisors: 17
# of Clients: 2,754
Client to Advisor Ratio: 162:1
Average Account Size: $671,051
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Commissions

Get Connected with a Financial Advisor

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Strategic Financial Services Overview

Strategic Financial Services is a fee-based investment advisory firm that has been providing top-quality services since its inception in 1989. Headquartered in Utica, NY, this firm specializes in offering investment advice only and prides itself on its extensive knowledge and expertise in the financial industry. One of the firm's key strengths is its ability to provide a range of services tailored to meet the unique financial needs of all its clients. Whether you are an individual, small business, or institutional client, Strategic Financial Services can help you achieve your financial goals through its comprehensive portfolio management services. The firm's experienced advisors are dedicated to providing clients with expert financial planning assistance, along with a wide variety of pension consulting services. With a focus on maximizing returns and minimizing risk, Strategic Financial Services is committed to helping clients achieve long-term financial success.

STRATEGIC FINANCIAL SERVICES caters to a diverse range of clients including individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. Apart from these, the firm also works with a variety of corporation types that may not be listed. Providing a wide range of financial planning and wealth management services, STRATEGIC FINANCIAL SERVICES ensures that the needs of each client are met with utmost diligence and care. Fee structures at STRATEGIC FINANCIAL SERVICES are calculated depending on the type of service provided. Clients looking for asset management services will have to pay a percentage of their assets under management (AUM) as fee. This percentage is calculated on the basis of the value of the assets being managed and is adjusted accordingly to ensure a fair and transparent fee structure. Additionally, for some services, the firm may receive commissions based on the products or services sold to the client. All fee structures are carefully determined with the best interests of the clients at heart, ensuring that STRATEGIC FINANCIAL SERVICES maintains its reputation as a responsible and trustworthy financial advisor.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of Strategic Financial Services mentions the investment minimum for their programs on page 4. According to the note, the firm's investment minimum is typically $500,000 for new clients. However, this amount may vary for existing clients or for certain programs and accounts. It is important to note that the investment minimums are set by the firm and may be subject to change without notice.

How This Office Can Help Norwood, MA Residents

Allied Portfolio Management offers a range of financial services to clients in Whittier, CA. With years of experience in the field, their team of financial experts is well-equipped to assist clients with various financial challenges they may be facing. For instance, those living in Whittier, CA may need assistance with a variety of financial situations including investment management, retirement planning, estate planning, tax planning, and more. Allied Portfolio Management helps clients in Whittier, CA by offering customized and tailored financial solutions that are specific to each client's unique needs and goals. The firm works closely with clients to understand their financial situation and goals, and then helps them develop a comprehensive financial plan to achieve those goals. They also provide ongoing support to help clients stay on track and make adjustments as needed. Overall, Allied Portfolio Management is dedicated to helping clients in Whittier, CA achieve financial success and security.

To view the Minimum Investment and Fee Schedule for Strategic Financial Services, visit their Part 2 Brochure.

Services Offered by Strategic Financial Services

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Strategic Financial Services most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Commissions
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1500 Boston Providence Hwy STE 34, Norwood, MA 02062, USA
Phone (781) 769-6817
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 114 BUSINESS PARK DRIVE, UTICA, NY 13502, United States

This firm has no other locations.

State Registrations

Strategic Financial Services is registered to service clients in the following states:

  • California
  • Colorado
  • Connecticut
  • Florida
  • Louisiana
  • Maryland
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Pennsylvania
  • South Carolina
  • Texas
  • Vermont
  • Virginia

Disciplinary History

Strategic Financial Services does not have any disclosures. Please visit it's Form ADV for more details.