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7 Financial Planners in Saratoga Springs, New York
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James Lee

CFP®, CRPC®, AIF®

President 0.11 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Saratoga Springs, New York and the surrounding communities.

Lee Investment Management

63 Putnam St., Suite 202
Saratoga Springs, NY 12866
(518) 580-0088

Cynthia E. Zalewsky

CFP®, CIS

CFP, CIS, President 0.19 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Fee Only Financial Advisor serving Saratoga Springs, New York and the surrounding communities.

Saratoga Investment Solutions Inc.

60 Railroad Place, Suite 206
Saratoga Springs, NY 12866
(518) 584-5995

David A. Fragomeni

CFP®

President 3.07 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Saratoga Springs, New York and the surrounding communities.

Fragomeni Financial Management

3257 Route 9, Suite 3
Saratoga Springs, NY 12866
(518) 584-4200

Jeffrey C. Vahanian

CFP®

0.19 Miles

Specialties: Comprehensive Financial Planning, Buying a Home, Career Change, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Saratoga Springs, New York and the surrounding communities.

Vahanian & Associates Financial Planning Inc.

60 Railroad Place, Ste 104
Saratoga Springs, NY 12866
(518) 583-0891

Harry Moran

CFP®, AIF®, CeFT®

Owner/Founder 0.41 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Fee Only Financial Advisor serving Saratoga Springs, New York and the surrounding communities.

Sustainable Wealth Advisors

112 Spring St, Ste 302
Saratoga Springs, NY 12866-3351
(518) 450-1755
CONNECT WITH Harry
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Robert Schermerhorn

CFP®

Wealth Advisor 0.16 Miles

Specialties: Asset Allocation, Investment Management, Retirement

Commission and Fee Financial Advisor serving Saratoga Springs, New York and the surrounding communities.

Saratoga Financial Services

18 Division Street, Suite 305
Saratoga Springs, NY 12866
(518) 584-2555
CONNECT WITH Robert
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James J. Williams

CFP®

CEO & Founder 0.18 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate...More

Fee Only Financial Advisor serving Saratoga Springs, New York and the surrounding communities.

Williams Financial, LLC

28 Clinton St, Ste 2
Saratoga Springs, NY 12866-2143
+ 1 More Address

Williams Financial, LLC

PO Box 24
North Bennington, VT 05257-0024
(866) 986-4469
+1 More Number
866-986-4469
CONNECT WITH James
  • linkedin link