our services at sarasota financial services

Insurance

Insurance

insurance

As you build your wealth, it is important for your family, your assets, and your legacy that you prepare for the unexpected. At Saratoga Financial Services, we are experienced and qualified to be able to review your existing insurance programs and identify any life and long-term care insurance needs. Insurance can be a significant compliment to your retirement planning by protecting your wealth and financial security.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Please review Important Disclosure Information set forth in the last section of this web site. Due to various state and federal regulations and registration requirements concerning the dissemination of information relating to investment products and services, we are currently required to limit access of this web site to individuals residing in states where we are currently registered. We are currently registered to conduct business in the following states:  Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Maine, Maryland, Massachusetts, Montana, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Vermont and Virginia.