Call us at 518-584-3255

Welcome to the Saratoga County Chamber of Commerce

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 will strive to bring order to your financial life, by assisting you in getting your financial house in order and help prepare you for read more
  • About

    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.

  • Highlights

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

  • Whom to Contact

    • Robert Schermerhorn, CFP

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