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Saratoga Financial Services

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

Saratoga Financial Services

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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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Retirement Planning

“Well done is better than well said.”- Benjamin Franklin

 

At Saratoga Financial Services, our experience, education and credentials help us to provide a full array of financial services to serve the needs and goals of our clients.

Retirement Planning

We take a planning-first approach where we identify and understand the financial needs and short and long term goals for each individual and family. We then work to determine the path forward and implement customized strategies based on each client’s unique objectives. Our services include:

  • Retirement planning/distribution planning
  • Cash flow and budgeting projections
  • Insurance analysis including life, disability and long-term care
  • Tax strategies
  • Estate planning
  • Education funding
  • Charitable planning

Our Services

  • Retirement Planning
  • Investment Management
  • Business Retirement Plans

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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.

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, Florida, Hawaii, Idaho, Illinois, Iowa, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia and Washington.

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