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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. We are adhering to social distancing guidelines. Masks are required in our building and office. Please call us with any questions. We are here for you!

Where flowers bloom, so does hope.

- Lady Bird Johnson

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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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Save the Date! Our 10th Annual Shred Event will be held on Saturday June 12th from 9-11am.

Submitted by Saratoga Financial Services on March 5th, 2021
Are you starting your annual “Spring Cleaning”? If so, now would be a great time to go through everything and decide what to keep and what to shred. Not sure where to start? MFS has put together this article that will help you get organized! See you in June!
 
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Our February Newsletter is now available!

Submitted by Saratoga Financial Services on February 8th, 2021

 What’s inside this month’s edition?
 

- The importance of Estate Planning

- We’re Social!

- Organizing Your Financial Records

- 2020 RMD Repayments

 

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Our January Newsletter is now available!

Submitted by Saratoga Financial Services on January 4th, 2021

What's inside this month's edition?

 

- 2021 Outlook

- Andrew Chapman has earned the Certified Financial Planner designation!

- Go Digital with Account View and e Delivery

- Goodbye Mollie

- Winter Fun around Saratoga Springs

- Resolutions

 
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Congratulations Andrew Chapman, CFP®

Submitted by Saratoga Financial Services on January 4th, 2021
If you're a client of Saratoga Financial Services, it's likely you've come in contact with our Operations Research Associate, Andrew Chapman. He's been an employee for six years and plays an active role assisting in the following areas; researching investments, analyzing portfolios, and servicing accounts at SFS.
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Our December Newsletter is now available!

Submitted by Saratoga Financial Services on December 4th, 2020

What's inside this month's edition?

 

- 7 Things to Remember When You Feel Like You'll Never Be Able to Retire

- IRS Announces 2021 Retirement Plan Contribution Limits

- Did You Know? Facts & Statistics

- Planning Tip

- Holiday Lights in the Park

 

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Reminder: Check Your Credit Report!

Submitted by Saratoga Financial Services on November 20th, 2020

Unfortunately, security breaches have become a common occurrence the past few years. While it’s important to stay protected and do everything possible to prevent these breaches from happening to you, at times it's beyond your control. Stay vigilant by regularly checking your credit report.

Did you know?

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Our November newsletter is now available!

Submitted by Saratoga Financial Services on November 6th, 2020

 

What's inside this month's edition?

 

-34% of Retirees Are Spending More Than Expected

-Did You Know? Facts & Statistics

-Meet Lindsay!

-Social Security Recipients are Getting a Raise!

-Thanksgiving in Saratoga Springs

 

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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.

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