Kim White
Financial Advisor - Retirement Plans at Strategic Financial Services, Inc.
Kim White's Professional Contact Details
Email (Verified)
Mobile Number (Verified)
HQ
+1315-724-1776
Location
Utica, New York
Kim White's Current Company Details
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-fi...
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).
investment management
corporate retirement plans
financial planning
financial services
Kim White's Work History and Education
Others Named Kim White
Algebra Teacher at Booneville School District
Business Analyst at Standard Bank Group
Account Manager at Fox Corporation
Assistant Research Coordinator at Rutgers University
Leisure Navigator at Allied Travel
Frequently Asked Questions about Kim White
What company does Kim White work for?
Kim White works for Strategic Financial Services, Inc..What is Kim White's role at Strategic Financial Services, Inc.?
Kim White's role at Strategic Financial Services, Inc. is Financial Advisor - Retirement Plans.What is Kim White's email address?
Kim White's email address is k**@investstrategic.com.What is Kim White's business email address?
Kim White's business email address is k**@investstrategic.com.What is Kim White's direct mobile number?
Kim White's direct mobile number is (315) XXX-XXXX.What is Kim White's HQ phone number?
Kim White's HQ phone number is +1315-724-1776.What industry does Kim White work in?
Kim White works in the Financial Services industry.Who are Kim White's colleagues?
Kim White's colleagues are Cody Carnaya, Max Berkovich, Melissa Fernalld, Tiaan Venter and more.Colleagues at Strategic Financial Services, Inc.
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