Strategic Financial Services, Inc., an independent wealth-management firm based in Utica, announced the recent promotion of Nick Accordino, CFP, to lead advisor. This promotion reflects his exceptional contributions and his embodiment of the firm’s values and mission to serve, grow, and help clients live their best life. Accordino joined Strategic in 2023 and has consistently demonstrated a strong commitment to excellence and client service. In his new role as lead advisor, he will be responsible for managing new and current client relationships, as well as providing a more proactive role in developing and reviewing comprehensive financial plans for Strategic’s growing client base.
