We empower people to live financially healthy lives.

Strategic Financial Solutions operates at the crossroads of technology, information, and empathy, with a range of brands that provide effective solutions for the financial needs that arise throughout our customers' lives.

Our Brands

Strategic Financial Solutions operates several independent products offering loans, debt relief programs, and budgeting tools for consumers hoping to improve their financial health and wellness. What all our brands share is a commitment to cutting-edge technology that delivers a seamless customer experience, as well as a deep belief in the value of personal connection. Our highly trained sales and customer service representatives work tirelessly to help our clients understand and take control of their financial future.

Since Strategic was founded over thirteen years ago, we have used this unique approach to successfully fund loans and resolve more than $1 billion in debt for more than 100,000 consumers across the United States.

Strategic Financial Solutions Logo

Strategic Financial Solutions

For over 14 years, Strategic Financial Solutions has been dedicated to helping people live financially healthy lives. Through our family of brands, we empower and advocate for our clients while helping them navigate a brighter, financially strong present and future. In doing so, we deliver superior financial results to all of our stakeholders.

Strategic Consulting Logo

Strategic Consulting

Strategic Consulting educates and empowers consumers to better manage their debt situation to achieve financial wellness. We provide transparent options and give you the advice you need to make a personal choice so you can reach your financial goals.

Firstly Logo


At Firstly, we believe every family deserves to be happy and stable, built on a strong foundation of financial wellness that helps you thrive, even during life's inevitable challenges. Our hallmark product is the Firstly app, a money management tool that helps you see the big picture and manage all the small details of your finances, with tools that make it easier to save and achieve big goals.

Atlas Debt Relief Logo

Atlas Debt Relief

Our team of knowledgeable and compassionate debt consultants empower consumers to better manage their debt situation to achieve financial wellness through a personalized program at no feed until we help them become debt free in the shortest time possible.

Timberline Financial Logo

Timberline Financial

As a leading financial services company with a focus providing debt relief programs for consumers and small business owners, Timberline Financial's knowledgeable and compassionate debt consultants work closely with our clients to understand their needs and concerns and develop a personalized program to help them become debt free in the shortest time possible.

Versara Lending Logo

Versara Lending

Versara is dedicated to helping people in tough financial situations borrow funds that meet their long-term financial objectives in a sustainable way. Through various loan options and empathetic business practices, Versara will take you through these tough times and stick with you through all of your life events so you never have to worry about loan options again.

Our Core Values

At Strategic Financial Solutions, our Core Values are an integral part of who we are. Since our founding, we have grown to over 800 team members in New York City and Buffalo, New York, and our Core Values have guided us along the way. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed employee satisfaction, and deliver incredible results for our clients.
  • Innovation

    Always look to improve our talent, processes, and products. Be open to new ideas.
  • Results

    Commit to achieve the best outcomes for our clients. Continuously track and measure everything and use it to always be improving. Be proactive, not reactive.
  • Teamwork

    Work together to reach common goals. Mentor your peers.
  • Integrity

    Act professionally and positively. Build trust by doing what we say. Be upfront and communicate thoroughly.
  • Opportunity

    Reward results. Encourage individual growth. Recognize positive attitudes.
  • Empathy

    Be sensitive to clients’ difficult situations. Partner with the clients to change lives.

Awards & Accolades

We have been honored to receive numerous awards that reflect our commitment to create a best-in-class organization and culture. We have been named to the Inc. 500, certified multiple times as a Great Place to Work, been named to the Crain's Fast 50 list in consecutive years, and have been selected as a five time winner of Best Company to Work for In New York.
  • Best Companies to Work For New York
  • Inc. 500
  • Crain's Fast 50
  • Great Places to Work

Employee-Certified As A Great Place To Work

  • 95%

    “People celebrate special events around here.”

  • 95%

    “When you join the company, you are made to feel welcome.”

  • 95%

    “People here are treated fairly.”

  • 91%

    “Management is approachable, and easy to talk with.”

  • 90%

    “I can be myself around here.”

  • 88%

    “People care about each other.”

Our Culture

Feels Like Family

Attracting great talent is only half the challenge. We know that growing teams and nurturing the leaders of tomorrow is what will sustain us well into the future. We recognize the challenge, and work tirelessly each day to create a culture of diversity and inclusiveness, opportunity, and integrity; a workplace that our employees tell us "Feels Like Family".

Company Events

At Strategic we believe that when you work hard, you get to play hard. We have events throughout the year to reward our team for its hard work.
  • Buffalo Press Conference
  • Bowling Party
  • Las Vegas
  • Holiday Party
  • Decades Day
  • Spring Happy Hour

Strategic Dreams

Strategic Dreams is a unique and innovative program that allows the employee-owners of the company to submit dreams that they would like the company to help grant. The work we do on behalf of our clients is incredibly important and we believe that we should also do good on behalf of our team.

Strategic Dreams allows us to meaningfully give back to our hard-working teams. Each quarter, we grant dreams such as help with engagement rings, all-expense vacations, home remodeling, tuition payment, and many more.

Strategic dreams is in its fourth year and has granted over 170 dreams.

Meet Our Dreamers

  • Antoine Washington received A New TV For His "Man Cave"

    Antoine Washington

    A New TV For His "Man Cave"

  • Alex Carroll received A Puppy

    Alex Carroll

    A Puppy

  • AJ Jabaji received A trip for his terminally-ill father

    AJ Jabaji

    A trip for his terminally-ill father

  • Kayla Lobell received A trip to Disney with her son

    Kayla Lobell

    A trip to Disney with her son

Giving Back

The help we provide at Strategic does not end with our clients. We believe in serving the broader community and have contributed to a wide range of important causes. We are constantly incorporating feedback from the Strategic Family about other opportunities to make an impact together.

Our Charity Partners:

  • Wounded Warrior Project
  • American Red Cross
  • Red Nose Day
  • Boys and Girls Clubs of America
  • Susan G. Komen Breast Cancer Foundation

Our Benefits

A Diverse Work Environment

We are committed to maintaining a culture of inclusiveness, diversity, and respect for all of our employees regardless of race, religion, gender, sexual identity, or cultural background. We recognize that the diversity of our team mirrors the diversity of our clients, which helps us more effectively understand their financial challenges and meet their needs. Below are just a few things we do to support and grow a culture of diversity and respect.

  • 61% Minorities
  • 39% Female
  • 33% Women Executives

Generous Compensation Plans

We believe our employees are our greatest assets and we are constantly seeking people looking to join a team of highly-motivated, dedicated, goal-oriented people focused on helping consumers. While we expect a lot from our empoyees, we offer one of the most generous and comprehensive compensation and benefits packages in our industry.
  • Great Salary
  • Employee Ownership
  • Gym Membership Contribution
  • Paid Time Off
  • 401K Matching
  • Health Insurance Contribution

Other Perks & Programs

  • Frequent Networking Events & Opportunities
  • Incentive Bonus Vacations
  • Theme Days With Food & Prizes
  • Free Hot Beverages
  • Free Monthly Breakfasts
  • Wellness Wednesdays
  • Meditation & Massage Therapy Room
  • Discount Event Ticket Sales
  • Cupcake Tuesdays
  • Arcade & Game Room

Join Our Team

Strategic Financial Solutions has grown to over 800 employee-owners by harnessing the boundless desire of people who care as much about each other as they do for our clients and want to be part of growth opportunities that exist only at truly innovative companies.

Strategic fundamentally believes in rewarding the hard workers who strive to reach their full potential and have a great time doing it.

If building a rewarding career in a fast-paced, family environment with a nationally recognized leader in the financial services industry sounds interesting, we want to hear from you.

Meet Our Team

Our leadership team is comprised of the best and brightest strategic thinkers across a variety of industries. Their knowledge and experience creates a competitive advantage that sets us apart from our competitors.

In the Press