Robert  Schermerhorn,  CFP<sup>&reg;</sup> - Financial Advisor

Robert Schermerhorn, CFP®

Wealth Advisor

Saratoga Financial Services

18 Division Street, Suite 305
Saratoga Springs, NY 12866
FINANCIAL ADVISOR'S WEBSITE
(518) 584-2555 CONNECT WITH Robert
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General

Robert Schermerhorn is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Saratoga Financial Services in Saratoga Springs, NY and the surrounding communities.

Financial Advisor Overview

Securities offered through LPL Financial. Member SIPC sipc.org 

For a list of states in which I am registered to do business, please visit www.SaratogaRetire.com

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

 


Financial Advisor's Specialties

Asset Allocation, Investment Management, Retirement

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Helpful Financial Planning Resources