At Premier Financial Management, we help hard working people like you save and invest for the future. Since every client’s situation is unique, your goals and investment needs will determine where and how we invest your valuable savings and retirement funds, but here are some of the powerful tools at our disposal:
Bonds | Common Stock | Educational IRA | Traditional IRA | Roth IRA | SEP IRA | Simple IRA | Brokerage Accounts | Treasury Bills | Government Securities | Treasury Notes | Variable Annuity
Retirement Plans | Tax Strategies | 401(k) Planning | 403(b) Planning | College Plans | Estate Planning Strategies | Money Purchasing Plans | Profit Sharing Plans
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
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
QUICK LINKS
GET SOCIAL
Leaving Site Disclaimer
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.
Click here to proceed to OSAIC Form CRS.
Leaving Site Disclaimer
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.
Click here to proceed to FINRA’s BrokerCheck.
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.
External Links Disclaimer:
This website may contain links to external websites. By clicking on these links, you are leaving our site. We have no control over the content or practices of these third-party sites and are not responsible for their content or privacy policies. Please review the terms of use and privacy policy of any external site you visit.