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!

Our Process

“Before anything else, preparation is the key to success.” - Alexander Graham Bell

Every working American shares the dream of being able to achieve a successful retirement. Being able to enjoy your retirement years while successfully maintaining your lifestyle requires a financial plan. At Saratoga Financial Services, it is our priority to help transition you into retirement with confidence. From our initial meeting together, we work closely with you to develop the most appropriate course for your financial future through our seven-step planning process:

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It's not what you look at that matters,

it's what you see.

- Henry David Thoreau

Our Process

It's not what you look at that matters,

it's what you see.

- Henry David Thoreau

You are here

Our Process