OUR MISSION: STRONG CLIENT RELATIONSHIPS
We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
At Premier Financial Management, we have the client – and only the client – in mind. We believe in thinking “out of the box” and we’re not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
Our mission is to build strong client relationships founded on mutual respect and trust. We get to know and understand your needs, wants, and long-term goals. We develop, implement, and monitor a strategy that’s designed to address your individual situation. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
HAVE A QUESTION?
At Premier Financial Management, we’re here to assist you on your financial journey. Whether you’re a seasoned pro or just starting, we can help you achieve your goals. Reach out to us with your questions and inquiries. Your financial future matters to us.
Fill the form below to connect with us today.
LOCATION
Premier Financial Management
Office: 518-280-5339
21 Congress St. Suite 204
Saratoga Springs , NY 12866
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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
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21 Congress St. Suite 204
Saratoga Springs, NY 12866
We are licensed to sell Insurance Products in the following states: AZ, CO, FL, MS,NC, PA, SC, KY, VT, NY, WI.
We are registered to to sell Securities in the following states: AZ, CA, FL, IN, KY, MA, MI, MS, NC, NJ, NY, PA, SC, VT, WI.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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