Strategic Financial Alliance, LLC
Strategic Financial Alliance, LLC (CRD# 129178) is a financial advisory firm headquartered in Canton, MA. They manage $34,138,000 in 76 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts76ACCOUNTS
Average Account Value$449,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Sly (CRD# 3233769) is an Investment Advisor Representative working at Strategic Financial Alliance, LLC in Canton, MA and has over 22 years of experience in the finance industry. Michael Sly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.