#1 Startup Dataset
Growth rates, revenue data, direct competitors and contact details.
Max Berkovich Email
Portfolio Manager . Strategic Financial Services
Utica, NY
Locationm*********@investstrategic.com
Primary EmailHow to contact Max Berkovich
Join and see Max's contact info for free!Current Roles
Employees:
53Revenue:
$10MAbout
Strategic Financial Services was founded in 1979 under the premise that investors are entitled to the highest level of service possible in the management of their finances. We have grown to a team of thirty-five professionals managing and advising clients on assets of over $1.6 billion. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. With headquarters in Utica, NY, we have additional offices in Syracuse, NY and West Palm Beach, FL. The Strategic team has been recognized by Barron's magazine as one of the nation's Top 100 Financial Advisors three times (2004, 2005, 2006) and as one of the nation's Top 100 Independent Financial Advisors three times: (2007, 2008, 2009).Strategic Financial Services Address
114 Business Park DriveUtica, NY
United States