Find a Financial Advisor in Saratoga County, NY

 

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We did the hard work of finding trustworthy partners in Saratoga County, NY.

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We Only Work With The Best Saratoga County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Saratoga County, NY


  • Financial Advisor Close to Saratoga County, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Saratoga County, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Saratoga County, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Saratoga County financial advisors.
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How Retirement-Friendly is Saratoga County, NY?

  • Population: 228,502
  • % of Population 62 Years and Over: 21.4%
  • Average Home Value: $271,100
  • Average Monthly Housing Cost: $1,268
  • Average Household Income: $104,165
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)



The Top Financial Advisor Firms in Saratoga County, NY

 

CONTINUUM WEALTH ADVISORS, LLC

Website

(518) 583-4050

18 Division St.
Suite 207B
Saratoga Springs, NY 12866

SEC#: 801-71245
Years in Business: 11 years

COLLEY ASSET MANAGEMENT, INC.

Website

(518) 581-0500

358 Broadway Suite 204

Saratoga Springs, NY 12866

SEC#: 801-48611
Years in Business: 26 years

SAGE HILL ADVISORY AND MANAGEMENT LLC

Website

(518) 871-1214

18 Division St
Suite 303
Saratoga Springs, NY 12866

SEC#: 801-69957
Years in Business: 12 years

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC

Website

(518) 583-0891

60 Railroad Pl
Ste 104
Saratoga Springs, NY 12866

SEC#: 801-55829
Years in Business: 23 years

LEE INVESTMENT MANAGEMENT LLC

Website

(518) 580-0088

63 Putnam St
Suite 202
Saratoga Springs, NY 12866

SEC#: 801-107644
Years in Business: 5 years

STERLING MANOR FINANCIAL, LLC

Website

(518) 583-4040

18 Division Street
Suite 202
Saratoga Springs, NY 12866

SEC#: 801-107975
Years in Business: 5 years

CRESCENT HILL PARTNERS LLC

Website

(866) 744-3705

18 Division Street
Suite 301
Saratoga Springs, NY 12866

SEC#: 801-77562
Years in Business: 8 years

SHADE TREE ADVISORS LLC

Website

(518) 290-9460

268 Broadway
Suite 101
Saratoga Springs, NY 12866

SEC#: 801-111885
Years in Business: 4 years

KING WEALTH MANAGEMENT GROUP, LLC

Website

(518) 306-5640

270 West Circular Street
Suite 1
Saratoga Springs, NY 12866

SEC#: 801-73023
Years in Business: 10 years

 


Saratoga County, NY Financial Advisor FAQs

A financial advisor helps create a plan to meet your financial goals. For example, one of the things they might do is help you decide how much life insurance to buy given your day-to-day income prospects or whether now is the time for you to start saving for retirement.
You may not need one, but it depends on your finances and goals. If you want more tailored advice or have an investment time horizon between four and ten years, then paying for a financial advisor might be worth it.
Financial advisors get paid through a variety of ways, such as commission based payments and fee-based payments.
There are three factors you need to consider when looking for a financial advisor - regional location, fee types, and products.