Strategic Financial, LLC

Strategic Financial, LLC (CRD# 122437) is a financial advisory firm headquartered in South Windsor, CT. They manage $30,118,621 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $150,593
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Strategic Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert J. Ignagni
CRD#: 3152957
1695 Ellington Road, Suite 202, South Windsor, CT 06074
93
Wealthminder
score

Robert Ignagni (CRD# 3152957) is an Investment Advisor Representative working at Strategic Financial, LLC in South Windsor, CT and has over 17 years of experience in the finance industry.

2
Matthew J. Walston
CRD#: 2982775
1695 Ellington Road, Suite 202, South Windsor, CT 06074
93
Wealthminder
score

Matthew Walston (CRD# 2982775) is an Investment Advisor Representative working at Strategic Financial, LLC in South Windsor, CT and has over 18 years of experience in the finance industry.

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