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New York
Saratoga Springs

Find Financial Advisor Firms in Saratoga Springs, NY

Branches + Roots Investment Management
Colley Asset Management, Inc
Congress Park Capital LLC
Continuum Wealth Advisors, LLC
Crescent Hill Partners LLC
Family Cfo, LLC
Kershner, Grosso & Co
Lee Investment Management LLC
Mcneill Capital, LLC
Minichmacgregor Wealth Management, LLC
Peak Wealth Management
Quartz Partners Investment Management
Sage Hill Advisory And Management LLC
Shade Tree Advisors LLC
Sterling Manor Financial, LLC
Vahanian & Associates Financial Planning Inc
Wpm Wealth Advisors LLC

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SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides, such as payment of fees (which will reduce returns). Past performance is not a guarantee of future results. There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

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