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Saratoga National

Investment Services

Saratoga National Investment Services offers access to a full range of investments through our alliance with LPL Financial, a registered broker/dealer. These brokerage services include:

Stocks

Brokerage services are available to our clients along with advice on their investment choices.

Bonds

A bond is traditionally a conservative investment, compared to stocks. There is an array of corporate and tax-advantaged bonds.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

Other

In addition to stocks and bonds, Saratoga National Investment Services offers access to:

  • Mutual funds
  • Annuities

Meet Our Saratoga National Investment Services Team

Click here to meet our Financial Consultant.

 

For more information on Saratoga National Investment Services, contact us online or call Colleen Hamel at (518) 306-2702.

 

 

Your Bank (“Saratoga National Bank and Trust Company”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.) Insurance products are offered through LPL Financial or its licensed affiliates. Saratoga National Bank and Trust Company and Saratoga National Investment Services are not registered as a broker-dealers or investment advisor. Registered representatives of LPL offer products and services using Saratoga National Investment Services, and may also be employees of Saratoga National Bank and Trust Company. These products and services are being offered through LPL of its affiliates, which are separate entities from, and not affiliates of Saratoga National Bank and Trust Company or Saratoga National Investment Services. Securities and insurance offered through LPL or its affiliates are:

INSURANCE AND INVESTMENT PRODUCTS:
Not insured by FDIC or any other Government Agency Not Saratoga National Bank and Trust Company Guaranteed Not Saratoga National Bank and Trust Company Deposits or Obligations  May Lose Value

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, NY, PA, TX and VT.

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