“Well done is better than well said.”- Benjamin Franklin
At Saratoga Financial Services, our experience, education and credentials qualify us to provide a full array of financial services solutions to serve the needs and goals of our clients.
Managing each client’s wealth is a fundamental service we provide as part of our long-term financial planning strategy. We believe that constructing a client portfolio that incorporates effective asset allocation, independent research, and experienced portfolio management will help deliver a path that best serves the needs of each client. Our services include:
Monitoring and Managing Portfolios
Cash flow management