Wealth Management in Saratoga County, NY

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Saratoga County, NY Wealth Management Firms

Saratoga Wealth Advisors
SEC File# 801-61681
CRD# 124529
Location 358 Broadway # 305, Saratoga Springs, NY 12866, USA
Phone (518) 587-7147
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Continuum Wealth Advisors
SEC File# 801-71245
CRD# 152895
Location 18 Division St #207b, Saratoga Springs, NY 12866, USA
Phone (518) 583-4050
Lee Investment Management LLC
SEC File# 801-107644
CRD# 120535
Location 63 Putnam St #202, Saratoga Springs, NY 12866, USA
Phone (518) 580-0088
King Wealth Management Group
SEC File# 801-73023
CRD# 159550
Location 270 W Circular St #1, Saratoga Springs, NY 12866, USA
Phone (518) 306-5640
True Living Financial
5 out of 5
Location 125 High Rock Ave #205, Saratoga Springs, NY 12866, USA
Phone (518) 364-7899
Minich MacGregor Wealth Management
4 out of 5
Location 21 Congress St Ste 203, Saratoga Springs, NY 12866, USA
Phone (518) 499-4565
Wealth Management in Saratoga County, NY

Where Wealth Management Advisors in Saratoga County, NY Serve

Saratoga County is a county located in the U.S. state of New York. As of the 2010 census, the population was 219,404. The county seat is Ballston Spa. Saratoga County comprises the Saratoga Springs, NY Metropolitan Statistical Area. The county is home to many landmarks, including the Saratoga Race Course, Saratoga Spa State Park, and Yaddo. Some of the county's top employers include IBM, GlobalFoundries, and Siemens Medical Solutions. Major highways and streets in the county include Route 9, Route 50, and Broadway. The neighborhoods in Saratoga County vary widely in terms of wealth and demographics.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Saratoga County, NY offer a variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. They also offer online banking and bill pay services, as well as 24-hour customer service. Many banks also have ATMs located in various places around the county.

Retirement Planning

If you're nearing retirement age, it's time to start thinking about your plans. Saratoga County, NY has a lot to offer retirees, including plenty of activities and opportunities for socializing. But before you can take advantage of all that the area has to offer, you need to make some preparations. Here are some tips on retirement planning in Saratoga County, NY.

Tax Services

A tax accountant in Saratoga County, NY helps individuals and businesses prepare and file tax returns. They may also offer tax planning services to help taxpayers save money on their taxes. Tax accountants in Saratoga County, NY may work for a private company, or they may be self-employed.

Financial Advisor

A financial advisor in Saratoga County, NY helps people save for retirement and plan for their financial future. They can help you figure out how much money you will need to save each month to reach your goals, and provide advice on how to invest your money. They can also help you prepare for unexpected expenses, such as a medical emergency or a job loss.

Insurance Broker

An insurance broker in Saratoga County, NY is responsible for selling and servicing insurance products to individuals and businesses in the local community. They work with a variety of clients, from those who need car insurance to those who need life insurance. Brokers must be licensed by the state in which they work, and most hold a degree in business or finance. Speak to an insurance broker today to learn more about the services available to you.

Mortgage Loan Officer

Mortgage loan officers in Saratoga County, NY work with borrowers to help them secure mortgages. They work with a variety of lenders to find the best mortgage products for their clients, and they also help borrowers through the loan application process. Mortgage loan officers in Saratoga County, NY are responsible for ensuring that their clients are fully informed about the mortgage products they are considering, and they work to get the best interest rates and terms for their clients.

Estate Planning Lawyer

An estate planning lawyer in Saratoga County, NY helps people to create wills and trusts. They can also help with other legal documents such as durable powers of attorney and healthcare proxies. An estate planning lawyer can also advise you on tax implications of your estate plan.


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