Osaic Wealth
46yrs
Top advisor by experience in Utica
New
Michael Panzer
Financial advisor at Strategic Financial Services
Michael Panzer is a fiduciary financial advisor in Utica, New York, registered since Aug 2026. Michael joined Strategic Financial Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 78 advisors with offices in Utica, and one of 58 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office114 Business Park Drive, Utica, NY 13502
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.63 million
Advisors at the firm28
States licensed ?1 state
Services through Strategic Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowStrategic Financial ServicesCurrent firm
Contact Michael
(315) 724-1776Strategic Financial Services main office 114 Business Park DriveUtica, NY 13502Office · Get directions LinkedIn pageStrategic Financial Services
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Strategic Financial Services at (315) 724-1776 and ask for Michael Panzer. Michael works from the Utica, NY office.
How long has Michael been a financial advisor?
Michael is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Strategic Financial Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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