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Financial Services Designed to Meet Your Needs

Investment Services

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