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Saratoga Financial Services

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

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Let us help you build a confident retirement.

Why Choose Saratoga Financial Services

Retirement Planning

Investment Management

Business Retirement Plans

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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.

 


 

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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Proud Member of:

   

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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