General Info

Capital Saratoga Wealth Management is a financial services firm located in Ballston Spa, NY. They offer a wide range of financial services, including investments, bonds, common stock, educational IRAs, traditional IRAs, Roth IRAs, SEP IRAs, Simple IRAs, brokerage accounts, treasury bills, government securities, treasury notes, variable annuities, financial planning, retirement plans, tax plans, 401(k) planning, 403(b) planning, college plans, estate plans, money purchasing plans, and profit sharing plans. They also offer insurance, including disability income insurance, life insurance, and long-term-care insurance. Capital Saratoga Wealth Management is a trusted advisor to individuals and businesses in the Saratoga Springs area.