Meet Our Saratoga National Investment Services Team

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: