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Saratoga Financial Services

  •  Tel: 518-584-2555
  •  Fax: 518-584-3762

Saratoga Financial Services

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  3. Why Choose Saratoga Financial Services?

Why Choose Saratoga Financial Services?

  • Organization - We strive to bring order to your financial life to help prepare you for your biggest step in life – retirement. 
  • Objectivity - We bring valuable insight to help you avoid emotionally driven decisions in important money matters and by consulting with you at key moments of decision-making.
  • Education - Through regularly scheduled portfolio reviews, we prioritize educating our clients so you can feel more confident about your financial future. Our goal is to help you understand exactly what is going on in your account and why, so you feel comfortable with your portfolio.
  • Partnership - We help you work towards achieving the best retirement possible by working with you, not just for you. We take the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you, and offer transparency our fees.

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18 Division St, Suite 305
Saratoga Springs, New York
12866 United States

  •  Tel: 518-584-2555
  •  Fax: 518-584-3762
  •  Robert.Schermerhorn@lpl.com
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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, DC, Florida, Idaho, Illinois, Iowa, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Utah, Vermont, Virginia, Washington and Wisconsin.

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