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Investments

For decades, Saratoga National Bank and Trust Company has been helping individuals, families and businesses define and achieve their financial goals by fashioning investment, estate planning and retirement solutions tailored to their own, very special circumstances.

 

 

 

Asset Management

Click Here » for more detail on management of individual, institutional and charitable accounts.

Individual Retirement Plans

Click Here » for more detail on the following:

  • IRAs
  • Simplified Employee Pension (SEP)
  • SIMPLE IRAs

Employer Retirement Plans

Click Here » for more detail on the following:

  • Plan Types
  • Plan Services
  • Investment Guidance

Trusts and Estates

Click Here » for more detail on:

  • Trust Administration
  • Estate Settlement

Investment Services

Click Here » for more detail on our brokerage services through LPL Financial:

  • Stocks
  • Bonds
  • Mutual funds
  • Annuities

Meet Our Team

Our experienced Wealth Management professionals are available to answer your questions. Click Here » to meet our team.

 

For more information on any of these services, call us today at (518) 583-3114.


© 2003 - 2017 Saratoga National Bank and Trust Company NMLSR ID 474340
INSURANCE AND INVESTMENT PRODUCTS:
Not a deposit, Not FDIC Insured Not Insured by Any Federal Government Agency Not Guaranteed by the Bank  May Go Down in Value
Insurance products are offered through Upstate Agency LLC (Chestertown, N.Y.); McPhillips Insurance Agency - a division of Glens Falls National Insurance Agencies, LLC (Glens Falls, N.Y.); and Capital Financial Group, Inc. (South Glens Falls, N.Y.). These agencies are non-bank subsidiaries of an affiliate company of corporate ownership and control and are licensed to sell insurance in New York State and act as agents for issuing insurers. Insurance policies are obligations of the insurers that issue the policies.