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

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Our office is open Monday - Friday 8:30am-5pm. We continue to be available for scheduled in person meetings as well as via Zoom, over the phone, and by email. 

Please call us with any questions. We are here for you!

“Your Path, Your Journey, Your Destination.”

 

Let us help you build a confident retirement

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Our May 2022 Newsletter is now available!

Submitted by Saratoga Financial Services on May 5th, 2022

What’s inside this month’s edition?
 
- Go Digital with Account View
- 5 Tips For Handling Financial Matters For A Loved One In Cognitive Decline
- Did You Know?
- Save the Date!

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Our April 2022 Newsletter is now available!

Submitted by Saratoga Financial Services on April 7th, 2022

What’s inside this month’s edition?
 
- 6 Steps for Financial Spring Cleaning, Pandemic Style
- Did You Know? April is Financial Literacy Month!
- It's Official - Interest Rates are Rising
- Save the Date!

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Our March 2022 Newsletter is now available!

Submitted by Saratoga Financial Services on March 8th, 2022

What’s inside this month’s edition?
 
- What Comes to Mind When You Hear 'Retirement'?
- Did You Know? Retirement Age by State
- 5 Ways to Keep Your Brain Sharp

Click here to read more.

Our February 2022 Newsletter is now available!

Submitted by Saratoga Financial Services on February 8th, 2022

What’s inside this month’s edition?
 
- 3 Financial Conversation Starters for Couples
- Did You Know?
- Good News for Retirees: RMD Formula Changing for First Time in Decades
- Winter Activities In & Around Saratoga

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Our January 2022 Newsletter is now available!

Submitted by Saratoga Financial Services on January 10th, 2022

What’s inside this month’s edition?
 
- What's in Store for 2022?
- Did You Know?
- Check Your Credit Report!
- The Winter Farmers' Market is Back!

Click here to read more.

Our December 2021 Newsletter is now available!

Submitted by Saratoga Financial Services on December 3rd, 2021

What’s inside this month’s edition?
 
- 5 Reasons Why Everyone Needs an Estate Plan
- IRS Announces 2022 Retirement Plan Contribution Limits
- Your Holiday Tipping Guide
- Holiday Lights in the Park

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Our November 2021 Newsletter is now available!

Submitted by Saratoga Financial Services on November 16th, 2021

What’s inside this month’s edition?
 
- Everything You Need to Know About Long-Term Care Insurance
- Technology & Older Adults
- Local Events this November!
- Did You Know?

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Join Us for Our 10th Annual Shred Event on Saturday, June 12th!

Submitted by Saratoga Financial Services on April 8th, 2021

Please join us at our 10th Annual Shred Event and safely dispose of your old documents and confidential files!

Saturday, June 12th

9-11am

18 Division Street, Saratoga Springs

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Our April Newsletter is now available!

Submitted by Saratoga Financial Services on April 6th, 2021

What’s inside this month’s edition?
 
- 2020 Tax and Contribution Deadline Extended!
- Are You Ready to Start Planning For Retirement?
- How to Organize Your Financial Life
- Did You Know?
- Financial Documents: What To Save And What You Can Throw Away
- 10th Annual Shred Event

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Our March Newsletter is now available!

Submitted by Saratoga Financial Services on March 5th, 2021

What’s inside this month’s edition?
 
- Parents, the Children Will Be Fine
- 2020 RMD Repayments
- Do You Know Your Life Expectancy?
- Do You Have Unclaimed Funds?
- 10th Annual Shred Event

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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, Hawaii, Idaho, Illinois, Iowa, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, Washington and Wisconsin.

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