Saratoga Financial Services
About
Saratoga Financial Services is a wealth management firm at 18 Division Street, Suite 305, in Saratoga Springs, focused on retirement planning for individuals and business retirement plans. Advisor Jamie Isabella is a registered representative with LPL Financial, through which the firm offers securities and advisory services.
Clients start with a Riskalyze risk number assessment to align portfolios with their tolerance, and the firm publishes weekly market commentary, calculators and educational articles.
What to know
- The firm’s stated mission is independent investment advice with comprehensive client service.
- Business owners can set up 401(k) and other workplace retirement plans through the office.
- Email contact is info@saratogaretire.com.
- The office is in the Division Street building shared with several Saratoga professional firms.
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