Morgan Stanley Smith Barney

Sage Consulting & Wealth Preservation is a financial investment and wealth preservation firm situated in the heart of historic downtown Saratoga Springs, New York, a city known for its long-standing affluence dating back to the Victorian era. With a focus on the financial goals of clients, Sage Consulting prides itself on incorporating the steadfast, hard-working pioneer spirit that has shaped Saratoga Springs into its personalized wealth management strategies, uniquely equipped to address the specialized needs that come with wealth accumulation. Generated from their website's infomation

Raymond James Financial Services in Saratoga Springs, NY is a global financial firm known for providing trusted advice and tailored strategies for individuals and institutions. Their wide range of services includes wealth management, investment solutions, financial planning, estate and charitable giving services, and more. With a strong commitment to corporate responsibility and sustainability, Raymond James partners with organizations like Junior Achievement of Tampa Bay and fosters a supportive and inclusive work environment for its associates. The firm values culture and prioritizes the well-being of both clients and employees. Generated from the website