Bouchey Financial Group, Ltd. 340 Broadway, Saratoga Springs, NY 12866
About the Business
Bouchey Financial Group, Ltd. is a finance institution located at 340 Broadway, Saratoga Springs, New York, United States. At Bouchey Financial, we strive to simplify investing and financial planning to empower our clients to make confident decisions. Our team members come from diverse backgrounds, allowing us to create a client-centric organization focused on our clients' financial success. We adhere to the highest ethical standards set by the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards.
Since 1995, Bouchey Financial Group has been providing personalized wealth management services as an SEC Registered Investment Advisor. With nearly $1 billion in assets under management, we offer transparent and conflict-free financial solutions for individuals, families, and businesses. Our commitment to always putting our clients' interests first is unwavering.
We offer comprehensive wealth management solutions and specialize in addressing complex financial planning needs. Our passion for serving our clients' best interests drives us to develop effective solutions that build trust and confidence. With offices in Saratoga Springs and Troy, New York, as well as a remote office in South Florida, we are dedicated to helping clients make informed decisions about their financial future.
Photos
Location & Phone number
340 Broadway 3rd floor, Saratoga Springs, NY 12866, United States
Hours open
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews
"Outstanding customer service! Every person you deal with there is (very) competent and they really care about getting things right. This leaves the customer with peace of mind."
"I have appreciated my 10 year relationship with Bouchey Financial, and so has my family. It's been helpful and convenient to consolidate my retirement and investment accounts in one place so I can see the bigger financial picture. I have always found Marty's guidance and our in-person meetings helpful. Marty and Sam are creating a flexible retirement plan that will help me prepare for my eventual retirement, and adjust as I age. I really appreciate that! I'm grateful for all the support over the years! Thank you!"
"Great team and work environment!"
"Friendly, Knowledgeable, Customer driven Financial Expertise."
List of local businesses, places and services in New York
β business help π services β phones π opening times βοΈreviews π addresses, locations π· photos