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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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  3. Our Process

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:

 

Our process graphic.png

 

About Us

  • Our Team
  • Our Process
  • Why Choose Us
  • Our Community

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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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