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Mission Statement:
Saratoga Financial Services strives to provide independent unbiased investment advice and management to clients focused on retirement. Our objective is to help clients pursue their financial goals and plan for their future with unparalleled client service.


Get monthly tips and tidbits on retirement and investing, as well as news about Saratoga Financial Services and the Saratoga Springs community through our email newsletter. Look for our newsletters on the first Friday of each month.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Please review Important Disclosure Information set forth in the last section of this web site. Due to various state and federal regulations and registration requirements concerning the dissemination of information relating to investment products and services, we are currently required to limit access of this web site to individuals residing in states where we are currently registered. We are currently registered to conduct business in the following states:  Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Maine, Maryland, Massachusetts, Montana, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Vermont and Virginia.