Best Financial Advisors in Saratoga Springs, NY

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Saratoga Springs, NY Fiduciary Financial Advisors

Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
2 out of 5
Location 37 Henry St Suite 201, Saratoga Springs, NY 12866, USA
Phone (518) 581-5040
Barbara J Bouchey Asset Management
Location 563 N Broadway, Saratoga Springs, NY 12866, USA
Phone (518) 583-0090
Merrill Lynch Wealth Management Advisor Brad F Wagner
Location 18 Division St #201, Saratoga Springs, NY 12866, USA
Phone (518) 245-8122
Colley Asset Management Inc
SEC File# 801-48611
CRD# 111837
Location 358 Broadway # 204, Saratoga Springs, NY 12866, USA
Phone (518) 581-0500
Location 120 West Ave Suite 301, Saratoga Springs, NY 12866, USA
Phone (518) 581-1642
Merrill Lynch Wealth Management Advisor Tom McCormick
Location 18 Division St, Saratoga Springs, NY 12866, USA
Phone (518) 245-8128
Bouchey Financial Group, Ltd.
Location 340 Broadway, Saratoga Springs, NY 12866, USA
Phone (518) 306-6268
Location 4 Franklin St, Saratoga Springs, NY 12866, USA
Phone (518) 580-1082
The Saratoga Group - Morgan Stanley
Location 340 Broadway, Saratoga Springs, NY 12866, USA
Phone (518) 583-5600
Financial Advisors in Saratoga Springs, NY

Where Certified Financial Advisors in Saratoga Springs, NY Serve

The city of Saratoga Springs is located in Saratoga County, New York. It is a popular tourist destination, thanks to its many attractions including the Saratoga Race Course, the SPAC (Saratoga Performing Arts Center), and the mineral springs that give the city its name. Major employers in Saratoga Springs include Skidmore College and GlobalFoundries. The city is served by several major highways including Interstate 87 and Route 9. Some of the neighborhoods in Saratoga Springs include Broadway, Spring Street, and Caroline Street.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community. They provide a variety of services to their customers, including savings and checking accounts, loans, and mortgages. In Saratoga Springs, NY, the banks offer a number of special services to their residents.One such service is called "bounce protection." This program protects customers from having checks returned due to insufficient funds. The bank will cover the amount of the check, up to a certain limit, so that the customer does not have to pay any fees or penalties. This can be a real lifesaver for people who live paycheck to paycheck.Another special service offered by banks in Saratoga Springs is free notary public services. A notary public is a person who witnesses signatures on legal documents and verifies that they are authentic. This can be helpful when you need to sign a contract or make some other legal agreement. Most banks in Saratoga Springs offer this service for free to their customers.

Insurance Broker

Saratoga Springs, NY residents can benefit from the services of insurance brokers. An insurance broker is a professional who helps people find and buy insurance. They work with a variety of insurance companies, so they have a lot of knowledge about different policies and what would be the best fit for each individual or family. They can also help you file claims and answer any questions you may have about your policy.

Retirement Planning

Many Saratoga Springs, NY residents are looking for help with their retirement planning. Financial advisors can be a great resource for finding the right investments and creating a plan that will work for retirees. Advisors can also help by providing advice on when to start withdrawing money from retirement accounts, how to manage taxes during retirement, and other important considerations.

Wealth Management

Saratoga Springs, NY is known for its natural beauty and as a popular tourist destination. But the city is also home to a growing population of wealthy residents. And as that population grows, the need for quality wealth management services also increases.Fortunately, there are a number of qualified wealth management firms in Saratoga Springs that can help residents with all their financial needs. These firms can provide everything from investment advice to estate planning services, and they can help residents make the most of their money no matter what stage of life they are in.

Estate Planning Lawyer

Estate planning lawyers can help Saratoga Springs, NY residents protect their assets and plan for the future. A well-drafted estate plan can ensure that your property is distributed according to your wishes, and that your loved ones are taken care of after you die. An estate planning lawyer can also help you set up a trust or create a will, both of which can be important tools for protecting your assets. If you're in need of estate planning assistance, contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Saratoga Springs, NY can help residents by providing them with the best rates and terms for their home loans. By shopping around and comparing rates, residents can save a lot of money on their mortgages. Loan officers can also help residents find the right loan for their needs, whether they are buying a new home or refinancing an existing mortgage.

Tax Services

Saratoga Springs, NY residents can benefit from the help of tax accountants in order to ensure that they are taking advantage of all the deductions and credits to which they are entitled. Tax accountants can also help taxpayers file their returns on time and avoid penalties for late filing. Finally, tax accountants can advise taxpayers on how to plan for their future tax liabilities.


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