Our Mission

At Strategic Financial Services, P.C. (SFS), we serve as a financial concierge firm, managing and directing the financial and personal affairs of individuals, and their businesses. 

SFS is a “solutions” based approach to advising clients as opposed to a product driven approach as seen with the likes of certain accounting firms and banks who venture into the industry. 

Strategic Financial Services, P.C. works with our clients in managing their accounting investments, estate, trusts, tax compliance, sophisticated tax planning as well as an array of other financial and personal matters. SFS assists clients by exposing the potential financial risks and mitigating those [risks]. SFS also facilitates the client in preparation for their succession plans.

SFS provides each client with needed tools and access to knowledgeable professionals in order to assist them in achieving financial success.