Saratoga Financial Services

Description

• At Saratoga Financial Services, we have been providing financial services to high net worth individuals and their families since 1985. Our CERTIFIED FINANCIAL PLANNER Professional, Robert Schermerhorn, has over 25 years of experience in the financial services industry. Our team consists of knowledgeable and dedicated professionals who are committed to providing independent and unbiased investment advice and management while focusing on the client's objectives, financial goals, and building a long term relationship. We at Saratoga Financial Services partner with LPL Financial, the nation's leading independent broker-dealer*. LPL Financial is a tremendous asset by providing independent and unbiased research, state of the art technology, innovative investment tools and exceptional support. With our ability to access and utilize the resources offered through LPL Financial, we are continuously improving operations and efficiently managing client accounts. Mission Statement: Saratoga Financial Services strives to provide independent unbiased investment advice and management to clients focused on retirement. Our objective is to help clients pursue their financial goals and plan for their future with unparalleled client service. *As reported by Financial Planning magazine, June 1996-2014, based on total revenue. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC www.sipc.org For a list of sites in which we are registered to do business, please visit www.SaratogaRetire.com. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Visit our website, www.SaratogaRetire.com or call us today, (518)584-2555!
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  Headquarters:18 Division Street Suite 305, Saratoga Springs, New York, United States

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  Phone Number: +1 518-584-2555

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  Website: https://www.saratogaretire.com

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  Employees:2

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  Revenue:$0 - 1M

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  Legal Name:Saratoga Financial Services

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• |  NAICS Code: 523930  |

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