Saratoga Financial Services

  • Financial Planners
  • Financial Investments/Services
18 Division Street, Suite 305
Saratoga Springs, NY 12866
(518) 584-2555
1-800-203-6066
(518) 584-3762 (fax)
Hours:
Monday-Friday, 8:30am - 5:00pm

About Us

Why Choose Saratoga Financial Services?

-Organization - We strive to bring order to your financial life to help prepare you for your biggest step in life – retirement.

-Objectivity - We bring read more
  • About

    Why Choose Saratoga Financial Services?

    -Organization - We strive to bring order to your financial life to help prepare you for your biggest step in life – retirement.

    -Objectivity - We bring valuable insight to help you avoid emotionally driven decisions in important money matters and by consulting 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 help you work towards achieving the best retirement possible by working 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 our fees.

  • Highlights

    • Retirement Planning
    • Investment Management
    • Business Retirement Plans
  • Media

  • Whom to Contact

    • Robert Schermerhorn, CFP