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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 - 2021 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 (South Glens Falls, N.Y.) This agency is a non-bank subsidiary of the Arrow Financial Corporation family of companies and is licensed to sell insurance in New York State and act as an agent for issuing insurers. Insurance policies are obligations of the insurers that issue the policies.