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Looking Beyond the Expected to Help You Plan for a Confident Retirement

Saratoga Financial Services is a wealth management firm that works with individuals who are planning for retirement, as well as businesses and the retirement plans they establish for their employees. Through our experience, knowledge, and our distinguished  team of specialists, we deliver exceptional service to our clients when they need it the most…and always.

Our purpose is simple: To help clients pursue their financial goals through independent investment advice, management, and unparalleled client service.