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Strategic Financial is a comprehensive financial planning and wealth management firm that is headquartered in Marlton, New Jersey, which was founded in 1987. At its inception, founding principal, Victor Tedesco, employed a customized financial planning process to meet the goals and objectives of its clients while cultivating a “serve clients first” philosophy. Through this combined approach, Strategic Financial has earned the trust and confidence of executives of Fortune 500 companies, local business owners and entrepreneurs, and industry leaders and specialists across legal, medical, and accounting professions.

Strategic Financial Advisors Corporation (“SFAC”) is a registered investment advisor that specializes in providing unbiased financial planning advice to improve the financial and personal lives of clients by acting as their “Financial Architect”. SFAC strives to meet the goals, objectives, and needs of its clients by employing a customized financial planning process that focuses on the following:
 

  • Income Tax Planning
  • Cash Flow Budgeting Analysis
  • Financial Statement Organization
  • Investment Planning/Asset Allocation
  • Retirement Planning
  • Debt Management
  • Estate Planning
  • Capital Needs Analysis (Death/Disability/LTC)
  • Risk Management
  • Goal Funding
  • Business Planning 


Please click here for additional information on the firm’s process.

Currently, Strategic Financial has three financial planners (click here for additional information) and three client service specialists (click here for additional information) who have over 100 years of combined industry experience.

 




 
 
 

Securities and advisory services offered through FSC Securities Corporation., Member FINRA/SIPC.  Additional advisory services may be offered through Strategic Financial Services Corporation, a registered investment advisor, which is not affiliated with FSC Securities.

This communication is strictly intended for individuals residing in states where the contracted representative is licensed. No offers may be made or accepted from any resident outside the specific state(s) the representative is registered. Current registered states: AZ, CA, CT, DE, FL, GA, KY, MD, NJ, NM, NY, PA, SC, TN, TX, VA, VT, WA, WI. Please contact us to determine the states in which each representative is registered.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

 


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