Saratoga Financial Services
- Financial Planners
- Financial Investments/Services
Why Choose Saratoga Financial Services?
•Organization - We will strive to bring order to your financial life, by assisting you in getting your financial house in order and help prepare you for your biggest step in life – retirement.
•Objectivity - We bring insight from the outside to help you avoid emotionally driven decisions in important money matters and by being available to consult with you at key moments of decision-making.
•Education - Through regularly scheduled portfolio reviews, we prioritize educating our clients so you can feel more confident about your financial future. Our goal is to help you understand exactly what is going on in your account and why, so you feel comfortable with your portfolio.
•Partnership - We attempt to help you achieve the best retirement possible but will work in concert with you, not just for you. We take the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you, and offer transparency around our costs and compensation.
- Retirement Planning
- Investment Management
- Business Retirement Plans
Whom to Contact
- Robert Schermerhorn, CFP