Financial Planners
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4 Franklin Square, Suite B
Saratoga Springs, NY 12866
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- (518) 580-1082
20 Church Ave.
Ballston Spa, NY 12020
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- (518) 885-3230
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
63 Putnam St., Ste 202
Saratoga Springs, NY 12866
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- (518) 580-0088
Financial Planning - Complimentary service
1201 Troy Schenectady Road
Latham, NY 12110
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- (518) 421-6687
We’re the Adirondack Trust Company, and we go above and beyond to create solutions for people, businesses and our community.
473 Broadway
Saratoga Springs, NY 12866
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- (518) 584-5844
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
60 Railroad Pl. Suite 104
Saratoga Springs, NY 12866
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- (518) 583-0891
2 Witbeck Dr.
Scotia, NY 12302
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- (518) 399-3372
376 Broadway, Suite 26
Saratoga Springs, NY 12866
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- (518) 583-4000
63 Putnam Street, Suite 202
Saratoga Springs, NY 12866
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- (518) 339-2340
340 Broadway
Saratoga Springs, NY 12866
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- (518) 581-2007
494 Maple Ave.
Saratoga Springs, NY 12866
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- (518) 583-0041
433 New Karner Road
Albany, NY 12205
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- (518) 452-8139
358 Broadway, Ste. 301
Saratoga Springs, NY 12866
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- (518) 581-8181
494 Maple Ave.
Saratoga Springs, NY 12866
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- (518) 584-3255
3257 Rte. 9
Saratoga Springs, NY 12866
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- (518) 584-4200
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
340 Broadway, 3rd Floor
Saratoga Springs, NY 12866
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- (518) 720-3333
