Find a Financial Advisor in Saratoga Springs, NY

 

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

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We Only Work With The Best Saratoga Springs 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 Springs, NY


  • Financial Advisor Close to Saratoga Springs, 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 Springs, 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 Springs, NY

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

  • Population: 27,943
  • % of Population 62 Years and Over: 24%
  • Average Home Value: $374,100
  • Average Monthly Housing Cost: $1,384
  • Average Household Income: $117,700
  • 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 Springs, 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: 3 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: 9 years

 


Saratoga Springs, NY Financial Advisor FAQs

Financial advisors advise clients about specific types of investments, savings plans, long-term care or retirement needs, estate planning/inheritances, insurance protection for individuals and businesses.
The number one thing to do is to sit down and compare the track record of each advisor you are considering. Of course, not all people keep records of their successes and failures, so it could be difficult for you to find out exactly how any given person has performed in comparison to others. This creates an information asymmetry that can easily lead people to hire advisors without really understanding what they've done. Doing the research on your potential advisor will turn a largely unpredictable process into a manageable one with known parameters.
Yes, most people need a financial advisor. It involves a lot of complex math and financial operations for someone without training to figure out on their own. A good place to start is determining your current income, expenses, assets and liabilities. From there you can determine how much risk you are comfortable with in terms of investment strategies that will provide the best returns for your specific plan or goal.
If you are looking for a financial advisor, the best course of action is to consult with your insurance agent or your employer's human resources department. Your insurance agent should be able to recommend an individual that deals in investments and who will work with you on tax planning, savings planning, estate planning, retirement planning, and other financial matters.