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Services

UNDERSTANDING TODAY’S FINANCIAL ENVIRONMENT

Welcome, we’re Wise Financial, a financial organization in Saratoga Springs, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Investments

  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Mutual Funds
  • Variable Annuities

Financial Services

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • 401k Plan
  • 403b Plan
  • College Planning Strategies
  • Estate Planning Strategies
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance