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Financial Advisors in Saratoga Springs, New York

Our hand-picked list of 8 financial advisors serving Saratoga Springs, New York. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Saratoga Springs

Financial professionals in Saratoga Springs should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In New York, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Saratoga Springs

Amerprise Financial

358, Broadway, Saratoga Springs, NY, 12866

📞 +1 518 581 ••••

Bouchey Financial Group, Ltd.

340, Broadway, Saratoga Springs, NY, 12866

📞 +1 518 720 ••••

BRANCHES + ROOTS INVESTMENT MANAGEMENT

92 CONGRESS STREET, SARATOGA SPRINGS, NY 12866

📞 (518) 633-••••

Charles Schwab

46, Marion Avenue, Saratoga Springs, NY, 12866

Colley Asset Management, Inc.

358, Broadway, Saratoga Springs, NY, 12866

📞 +1 518 581 0500;+1 800 581 ••••

Congress Park Capital

57, Phila Street, Saratoga Springs, NY, 12866

📞 +1 518 339 ••••

CONTINUUM WEALTH ADVISORS, LLC

18 DIVISION ST., SARATOGA SPRINGS, NY 12866

📞 (518) 583-••••

CRESCENT HILL PARTNERS LLC

40 LONG ALLEY, SARATOGA SPRINGS, NY 12866

📞 (866) 744-••••

Frequently Asked Questions

Where can I find financial advisors in Saratoga Springs, New York?

Saratoga Springs, New York has 8 financial advisors listed in our directory. Amerprise Financial is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in New York?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In New York, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Saratoga Springs?

Financial professionals in Saratoga Springs should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Saratoga Springs?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Saratoga Springs-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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