||Financial Services Designed to Meet Your Needs
Saratoga National Investment Services offers access to a full range
of investments – stocks, bonds, mutual funds and annuities – through
our alliance with LPL Financial, a registered broker/dealer.
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 are an array
of corporate and tax-advantaged bonds.
In addition to stocks and bonds, Saratoga National Investment Services
offers access to mutual funds and annuities.
Financial Planning: For higher
net worth individuals a comprehensive financial plan is essential
to pursuing financial goals and objectives. The financial consultants
at Saratoga National Investment Services
prepare a customized formal plan that covers the areas of personal
net worth, cash flow analysis, investment planning, college planning,
insurance planning and retirement and wealth transfer strategies.
For more information on these investments, please contact a financial
consultant at Saratoga National Investment Services.
Prospectus and Statement of Additional Information