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Financial Planners

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Morgan Stanley, David Cumming Financial Advisor
340 Broadway
Saratoga Springs, NY 12866
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  • (518) 581-2007
Northwestern Mutual of Saratoga, Charles Martin
494 Maple Ave.
Saratoga Springs, NY 12866
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  • (518) 583-0041
Saratoga Financial Services
Saratoga Financial Services is a wealth management firm that works with individuals who are planning for retirement, as well as businesses and the retirement plans they establish for their employees.
18 Division Street, Suite 305
Saratoga Springs, NY 12866
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  • (518) 584-2555
Bouchey Financial Group, Ltd.
340 Broadway, 3rd Floor
Saratoga Springs, NY 12866
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  • (518) 720-3333
Sage Wealth Management, Inc.
376 Broadway, Suite 26
Saratoga Springs, NY 12866
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  • (518) 583-4000
Ameriprise Financial Services, Inc.
358 Broadway, Ste. 301
Saratoga Springs, NY 12866
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  • (518) 581-8181
Canty Financial Management
20 Church Ave.
Ballston Spa, NY 12020
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  • (518) 885-3230
SIBIR Investment Advisors
480 Broadway, Ste C
Saratoga Springs, NY 12866
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  • (518) 306-4641
Capital Growth & Shelter, Inc.
2 Witbeck Dr.
Scotia, NY 12302
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  • (518) 399-3372
Mirkovic Teal Group
18 Division Street, Suite 209
Saratoga Springs, NY 12866
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  • (518) 459-5500
Creative Pension Consultants
433 New Karner Road
Albany, NY 12205
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  • (518) 452-8139
Fragomeni Insurance & Financial Services, Inc.
3257 Rte. 9
Saratoga Springs, NY 12866
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  • (518) 584-4200
Steadfast Risk Advisors
24 Centruy Hill Drive, Suite 105
Latham, NY 12110
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  • (518) 220-3018
Adirondack Trust Company (Main Branch)
473 Broadway
Saratoga Springs, NY 12866
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  • (518) 584-5844
Gary DiCresce & Associates
P.O. Box 850
Saratoga Springs, NY 12866
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  • (518) 587-7303
True North Financial Services
4 Franklin Square, Suite B
Saratoga Springs, NY 12866
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  • (518) 580-1082
Lee Investment Management LLC
63 Putnam St., Ste 202
Saratoga Springs, NY 12866
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  • (518) 580-0088
Michael H. Iacolucci
9 Russell St.
Ballston Spa, NY 12020
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  • (518) 885-8196
Northwestern Mutual Financial Network - Tronco Financial Group
1201 Troy-Schenectady Rd., Ste. 120
Latham, NY 12110
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  • (518) 785-4141
BPAS
BPAS is a national provider of retirement plan administration and related services. We serve more than 4,000 retirement plans and 400,000 participants through partnerships with financial advisors and hold more than $19 billion of assets under custody. With our breadth of services, we are well positioned to help our clients solve their benefit plan challenges without juggling lots of providers to get there.
6 Rhoads Drive
Suite 7
Utica, NY 13502
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  • (866) 401-5272
Vahanian & Associates Financial Planning Inc.
60 Railroad Pl. Suite 104
Saratoga Springs, NY 12866
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  • (518) 583-0891
Blue Chip Financial Group
P.O. Box 811
Saratoga Springs, NY 12866
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  • (518) 584-8057
Northwestern Mutual Saratoga, Joseph Anderson
494 Maple Ave.
Saratoga Springs, NY 12866
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  • (518) 583-0041