Skip to main content

Find The Right Financial Services For You In Saratoga Springs & Saratoga County

Need investment advice? Comparing mortgages at banks, credit unions and other funding companies? There are a large number of financial services companies in the Saratoga area, including Saratoga Springs, NY. Browse each of the companies listed below to find a financial advisor or company that can help you develop a plan for your future. 

SEFCU
SEFCU
SEFCU offers free checking and online banking, great rates, exceptional member service, accessible branch locations, a large ATM network, business services, and investment and insurance products to meet all of your financial needs.
TCT Federal Credit Union
Ballston Spa, NY
In addition to offering individual and business banking accounts, TCT Federal Credit Union provides customers with a variety of loans, including vehicle, real estate, personal, and student.
1st National Bank of Scotia
Saratoga Springs, NY
1st National Bank of Scotia in Saratoga Springs is an independently owned and operated bank that provides banking accounts and loans to individuals and businesses in the community.
Kumlander, Donofrio, Hay & Pehl CPAs
Malta, NY
Kumlander, Donofrio, Hay & Pehl CPAs offers a variety of accounting services, including financial reporting, forensic accounting, business valuations, profit enhancement, tax planning and preparation, and QuickBooks consulting.
New York Life, Barry Bruno, CLU
Saratoga Springs, NY
Barry Bruno, a New York Life agent in Saratoga Springs at Bruno & Bruno Financial Services, helps individuals, families, and companies achieve their financial goals through a wide variety of services.
Saratoga National Bank & Trust Co.
Clifton Park, NY
Saratoga National Bank & Trust Co. provides customers in the Saratoga area and Capital Region with checking and savings accounts, loans, insurance, and investment services.
Raymond James Financial Services, Inc.
Saratoga Springs, NY
Raymond James Financial Services in Saratoga Springs offers wealth management serves for families, business owners, and retirees.
Jeffrey M. Many, C.P.A.
Saratoga Springs, NY
Jeffrey M. Many, CPA offers a variety of accounting and tax services for individuals and businesses.
West & Company, CPAs, PC
Saratoga Springs, NY
West & Company, CPAs, PC offers a variety of financial services for individuals, companies, health and welfare non-profits, and governments.
Northwestern Mutual Saratoga, Charles Martin
Saratoga Springs, NY
Charles Martin at Northwestern Mutual in Saratoga Springs is a wealth management advisor who assists clients in achieving financial security through retirement planning, education funding, risk management, and more.
John P. Franck, Cert. Public Acct.
Saratoga Springs, NY
John P. Franck, CPA at McKenna & Franck, CPAs, PC assists clients with tax and accounting services.
Ascent Wealth Partners
Saratoga Springs, NY
Ascent Wealth Partners is an independent firm that offers investing and planning services, as well as retirement plans.
Laurie A. Stillwell, CPA, PC
Saratoga Springs, NY
Laurie A. Stillwell, CPA, PC assists clients with financial and tax planning, tax compliance, audit representation, and strategic and transactional planning.
Ballston Spa National Bank
Ballston Spa, NY
Ballston Spa National Bank provides personal and commercial banking and loans, as well as wealth management and financial services.
Luther Forest Wealth Advisors, LLP
Malta, NY
Luther Forest Wealth Advisors helps clients prepare for the future with personal financial planning, windfall planning, retirement transition planning, and investment management.
NBT Bank of Saratoga Springs
Saratoga Springs, NY
NBT Bank offers personal banking, asset management and business services through a network of banking locations in New York, Pennsylvania, Massachusetts, New Hampshire and Vermont.
True Living Financial
Saratoga Springs, NY
True Living Financial offers families, individuals, and businesses various financial planning services, including wealth management, retirement and estate planning, and investment advising.
Canty Financial Management
Ballston Spa, NY
Canty Financial Management is a versatile firm in Ballston Spa that offers tax advising and preparation in addition to wealth management and financial advising.
Adirondack Trust Company Investments
Saratoga Springs, NY
Adirondack Trust Company works with clients understand their objectives, develop an investment plan, and achieve their financial goals.
SEFCU - Saratoga Springs
Saratoga Springs, NY
SEFCU in Saratoga Springs provides banking accounts, loans, credit cards, and insurance to members of the community.
CHS Wealth Management & CPAs
Saratoga Springs,
CHS Wealth Management & CPAs in Saratoga Springs offers a variety of business consulting, investment, tax management, IRS representation, and accounting services.
Ameriprise Financial Services, Inc.
Saratoga Springs, NY
Ameriprise Financial Services in Saratoga Springs provides clients with financial planning, investment services, personal trusts, insurance, and lending solutions.
Adirondack Trust Company
Saratoga Springs, NY
Serving the community since 1901, Adirondack Trust Company in Saratoga Springs provides personal and business banking, as well as mortgages and wealth management.
Hudson River Community Credit Union
Corinth, NY
Hudson River Community Credit Union in Corinth offers their customers checking and savings accounts, mortgages, and a variety of loans, including home equity, vehicle, and personal.
Vahanian & Associates Financial Planning
Saratoga Springs, NY
Vahanian & Associates takes a personal approach to investment management, financial planning, and risk management.
Fredette, Sankowski, Woodcock & Co., CPA's
Saratoga Springs, NY
Fredette, Sankowski, Woodcock & Company helps clients obtain their financial goals through a variety of accounting and tax services.
Bouchey Financial Group, Ltd.
Saratoga Springs, NY
In addition to offering personal CFO services, Bouchey Financial Group advises individuals, families, and companies on investment management, and financial planning.
Revered Business Solutions
Ballston Lake, NY
Revered Business Solutions, Inc. offers assistance with purchasing, installing, implementing, customizing, and learning how to use accounting software.
Lee Investment Management LLC
Saratoga Springs, NY
Lee Investment Management is a fee-only firm that provides comprehensive financial planning and investment management services.
Sage Wealth Management, Inc.
Saratoga Springs, NY
Sage Consulting & Wealth Preservation provides estate, tax, insurance, and business succession audit services for individuals, as well as a variety of consulting services for corporations.
Citizens Bank
Saratoga Springs, NY
Citizens Bank in Saratoga Springs offers a variety of banking, lending, and investing solutions for individuals and businesses.
Janney Montgomery Scott, LLC.
Saratoga Springs, NY
The financial advisors at Janney Montgomery Scott, LLC in Saratoga Springs help clients achieve their financial goals through managed account solutions, mutual funds, fixed income investments, retirement plans, annuities, insurance, and more.
Navy Federal Credit Union
Saratoga Springs, NY
Navy Federal Credit Union in Saratoga Springs provides members of the military and their families with a variety of financial services, including checking and saving accounts, student loans, auto loans, and mortgages.
Wells Fargo Advisors, LLC
Saratoga Springs, NY
Wells Fargo Advisors in Saratoga Springs work with clients to help them achieve and maintain financial security through investments, saving plans, lending, retirement accounts, insurance, and college savings plans.
Kershner, Grosso & Company
Saratoga Springs, NY
Kershner, Grosso & Company take a personal approach to asset management and investment advising by conducting their own research and tailoring their strategies to each client's needs.
Saratoga National Bank & Trust Co.
Saratoga Springs, NY
Saratoga National Bank & Trust Co. provides individuals and businesses in the Saratoga area and Capital Region with checking and savings accounts, loans, insurance, and investment services.
Saratoga's Community Federal Credit Union
Saratoga Springs, NY
Saratoga's Community Federal Credit Union offers personal and business banking and borrowing services to clients in Saratoga County.
Saratoga Strategic Partners
Saratoga Springs, NY
Saratoga Strategic Partners offers life and long-term care insurance, annuities, SAGE tuition rewards, and investing services.
Northway Tax Services, Inc.
Saratoga Springs, NY
Northway Tax Services, Inc. helps clients prepare personal income tax returns and offers year-round tax planning services.
Hedley & Co., PLLC
Clifton Park, NY
Hedley & Co., PLLC offers accounting, bookkeeping, and consulting services for businesses, as well as tax services and wealth management for individuals.
Gavin & LaVigne Incorporated
Saratoga Springs, NY
A boutique firm that focuses on HUD-insured loans for hospitals and healthcare facilities, Gavin & LaVigne Inc. works closely with clients, beginning with the application process and continuing through the life of the loan.
Blue Chip Financial Group
Saratoga Springs, NY
Blue Chip Financial Group in Saratoga Springs offers medicare plans and health, life, and long term care insurance.
KeyBank N.A.
Clifton Park, NY
KeyBank helps individuals achieve their financial goals through accounts, loans, investing, and insurance. They also offer financial services to small businesses, such as payroll services, cash management, and payment and software solutions.
Continuum Wealth Advisors, LLC
Saratoga Springs, NY
At Continuum Wealth Advisors, LLC we are continuing our commitment to thoughtful planning and excellent service. We believe our strength lies in our ability to recognize the distinct situations and needs of individuals and their families.
Bucknam & Rodecker, CPA's
Saratoga Springs, NY
Providing highly personalized and quality accounting, tax, and consulting services to businesses and individuals.
Fragomeni Insurance & Financial Services, Inc.
Saratoga Springs, NY
Serving the community since 1964, Fragomeni Insurance & Financial Services assists individuals, families, and businesses with financial planning and various insurances, including life, homeowner's, business, and disability.
Edward Jones, Robert Snell
Saratoga Springs, NY
Robert Snell at Edward Jones in Saratoga Springs specializes in retirement and estate strategies, insurance and annuities, special needs financial considerations, and socially conscious investing.
King Wealth Management Group, LLC
Saratoga Springs, NY
The mission of King Wealth Management Group is to make the complexity of wealth management simple for individuals, families, and institutions. King Wealth Management completes comprehensive financial plans and builds custom asset allocation models.
The Okby Group, Morgan Stanley
Saratoga Springs, NY
The Okby Group provides business owners with consulting services for corporate retirement plans, asset management, endowments and foundations, estate planning, and more.
First New York Federal Credit Union
Saratoga Springs, NY
First New York Federal Credit Union offers banking, loan, and investment services to members in Saratoga, Schenectady, Albany, Rensselaer, and Schoharie counties.
Morgan Stanley, David Cumming
Saratoga Springs, NY
David Cumming is a financial advisor at Morgan Stanley in Saratoga Springs who assists clients with a wide array of services, including life insurance, asset management, 529 Plans, annuities, and endowments/foundations.
Pioneer Bank - Malta
Malta, NY
Pioneer Bank in Malta offers personal, business, and government banking, as well as wealth management, insurance, and benefits consulting.
Minich MacGregor Wealth Management
SARATOGA SPRINGS, NY
Minich MacGregor Wealth Management specializes in retirement advising, offering portfolio management for individuals and 401k plans for businesses, as well as seminars on retirement and social security.
Saratoga Financial Services
Saratoga Springs, NY
Saratoga Financial Services works with individuals to provide retirement planning and investment management. They also assist businesses in supplying retirement plans for their employees.
KeyBank N.A.
Saratoga Springs, NY
KeyBank helps individuals achieve their financial goals through accounts, loans, investing, and insurance. They also offer financial services to small businesses, such as payroll services, cash management, and payment and software solutions.