Financial Planners

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.

Financial Planning - Complimentary service

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.

Lee Investment Management is an independent, fee-only, fiduciary financial planning and wealth management firm. We give our clients peace of mind and time to pursue the activities that brings joy to