“If everyone is moving forward together, then success takes care of itself.” - Henry Ford
Our team consists of knowledgeable and dedicated professionals who are committed to making our clients’ needs and objectives the priority at Saratoga Financial Services. Our commitment to exceptional service is the reason our clients choose us and choose to stay with us – today we serve multiple generations of our clients and their families with planning and investment needs.
We at Saratoga Financial Services align with LPL Financial, one of the nation's leading broker-dealers*. LPL Financial is a tremendous asset by providing independent research, state of the art technology, innovative investment tools and exceptional support. With our ability to access and utilize the resources offered through LPL Financial, we are continuously improving operations and efficiently managing client accounts. For more information on LPL Financial, visit www.lpl.com.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.