Saratoga Investment Solutions is a boutique financial firm based in Saratoga Springs, NY, offering tailored services to individuals and professionals seeking to simplify their finances and align their wealth with their life goals. Founded by Cynthia Zalewsky, a Certified Financial Planner, the firm specializes in providing holistic financial planning at every stage of one's career, whether it be for medical professionals, veterinarians, retirees, or those preparing for retirement. With a focus on increasing the value of clients' lives rather than just the size of their wallets, Saratoga Investment Solutions offers solutions for business transition, trust and estate planning, student loan debt, employee benefit optimization, wealth distribution, risk coverage, and practice buy-ins.
Generated from the website