Strategic Financial, LLC

Strategic Financial, LLC (CRD# 122437) is a financial advisory firm headquartered in South Windsor, CT. They manage $37,578,634 in 147 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $255,637
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
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

Robert Ignagni (CRD# 3152957) is an Investment Advisor Representative working at Strategic Financial, LLC in South Windsor, CT and has over 25 years of experience in the finance industry.

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

Matthew Walston (CRD# 2982775) is an Investment Advisor Representative working at Strategic Financial, LLC in South Windsor, CT and has over 26 years of experience in the finance industry.

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