Saratoga Financial Svces

Information may not be reliable

Principal with LPL Financial. He has a BS in Finance
from Siena College and is also
a Certified Financial Planner
(CFP). Due to his nearly 25
years of experience in the
financial services business,
Bob is quite qualified to work
with you in finding your
appropriate financial solutions.

Saratoga Financial Services has been providing financial services to individuals
and businesses since 1983. We are an independent firm, offering objective,
conservative advice and safe, reliable financial products to our clients.
SFS has a wide range of financial services to help meet your goals:

Our relationship with LPL Financial, our broker / dealer, gives us national
presence. LPL Financial was formed in 1989 through the merger
of two small but successful brokerage firms, Linsco (established in 1968) and
Private Ledger (founded in 1973). Today, LPL is America’s number one independent

4500 branch offices nationwide. LPL has been the number one independent broker
dealer in the nation for 11 consecutive years. As reported in Financial Planning Magazine
June 1996-2007, based on Total revenues with over $1.7 billion in revenue in 2006.
With the freedom to offer unbiased financial guidance, LPL financial advisors concentrate
their energies on understanding their client’s financial goals, and offering impartial
solutions to the challenges of wealth accumulation and management.

following states: AZ, CT, FL, GA, MA, NJ, NY, PA, SC, VA, and VT.

Services Offered Through: LPL Financial MEMBER:FINRA and SIPC