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BestProsInTown

Saratoga Financial Services

5.0 3 reviews
Financial Planners, Financial Advising, Investing
Overall rating
5.0
out of 5
3 reviews
5 star 100%
4 star 0%
3 star 0%
2 star 0%
1 star 0%
Jul 2026
5.0
I have been a client of Saratoga Financial Services for 35+ years. To a person this office is staffed with the most helpful and accommodating people imaginable. Through the years they have helped navigate through the ups and downs of the financial world with expert advice and decisions on my behalf. I would never consider another financial advisor than Saratoga Financial Services.
Jun 2026
5.0
Extremely experienced and professional. Initially greeted very warmly by Kate at the desk. Bob, Jamie and Drew are always prepared and offer guidance with all of your financial needs. We have been a client for many years and would 100% recommend them to handle all of your investments.
Nov 2025
5.0
Been with Bob and Jamie since 2007, I think. They have and their colleagues have always treated me and my investment very well. I have no regrets whatsoever in my decision to invest with their advice. Good people and friends. Bob encouraged me to start an 529 plan, and my family is glad he did. Grandson is now in his junior year with the 529 funds covering everything college related. Bravo!
Photos of Saratoga Financial Services, 18 Division Street Suite 305,  Saratoga Springs
All 14 photos

Hours

Monday 8:30AM - 5PM
Tuesday 8:30AM - 5PM
Wednesday 8:30AM - 5PM
Thursday 8:30AM - 5PM
Friday 8:30AM - 5PM
Saturday Closed
Sunday Closed

Good to know

  • by appointment only
  • open to all

Location

18 Division Street Suite 305, Saratoga Springs, NY 12866

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Saratoga Financial Services · 18 Division Street Suite 305, Saratoga Springs, NY 12866

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