Dakota
Dakota
Book a Demo
Talk to an Expert

New Horizon Financial Strategies, LLC

EST. AUM
$217,166,511

CONTACTS
1

CLIENT ACCOUNTS
1,081

Firm Details

Metro area Syracuse
CRD Number 125729
Website strebelcpa.com
Client types

Overview

Strebel Planning Group distinguishes itself among local providers as an independent, locally owned firm. Unlike some firms, it operates autonomously without directives from a central office or sales targets that could potentially impact client recommendations. This independence enables Strebel to customize client service processes to directly address community needs, rather than conforming to bureaucratic guidelines. The firm is dedicated to maintaining a fiduciary standard, a level of commitment that sets it apart from many other financial firms in the industry.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy