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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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Blog

Midyear Outlook 2018: The Plot Thickens

Submitted by Saratoga Financial Services on August 1st, 2018

 

The LPL Research team has put together the Midyear Outlook 2018: The Plot Thickens, which presents guidance on how the return of the business cycle may unfold during the remainder of 2018 and beyond, along with investment insights to help investors navigate the twists and turns.

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Happy 4th of July!

Submitted by Saratoga Financial Services on July 6th, 2018

We hope everyone has a safe and happy 4th of July! Thank you to all those who have served to protect our freedom!

Thank You For Joining Us!

Submitted by Saratoga Financial Services on May 4th, 2018

Thank you to everyone who came out this past Saturday to join us for our 7th annual shred event! Thousands of pounds of paper was securely destroyed, which has since been baled and shipped to local paper mills to be recycled for reuse!

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Join Us for Our 7th Annual Shred Event!

Submitted by Saratoga Financial Services on March 22nd, 2018

Gather your old and unneeded documents and come join us at our 7th annual shred event on Saturday, April 28th from 9:30am - 12:00pm!

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Outlook 2018: Return of the Business Cycle

Submitted by Saratoga Financial Services on January 5th, 2018

LPL Financial's research team has released its Outlook 2018: Return of the Business Cycle, which consists of financial market forecasts, economic insights and investment guidance for the year ahead.

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Happy New Year! How Will Trump's Tax Plan Affect You?

Submitted by Saratoga Financial Services on January 2nd, 2018

Wishing You Health, Happiness and Prosperity in the New Year!

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Year-End Planning & Tax Season Essentials

Submitted by Saratoga Financial Services on December 18th, 2017

With 2018 quickly approaching, it's a good idea to give your finances a year-end checkup and set yourself up for success in 2018.

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Giving Back this Holiday Season

Submitted by Saratoga Financial Services on December 7th, 2017

To help make the holiday season brighter for families in need, we are graciously accepting donations of new, unwrapped toys until Thursday, December 14th for the holiday assistance program at our local Franklin Community Center.

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2017 IRS Retirement Contribution Limits

Submitted by Saratoga Financial Services on May 23rd, 2017

2017 contribution limits.jpg

Meet Amanda!

Submitted by Saratoga Financial Services on May 4th, 2016

Amanda-Friedman-4x5A.jpgWe've made an addition to our SFS team! Amanda Friedman has joined our office as a Wealth Advisor.

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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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