Bouchey Financial Group, Ltd. - Saratoga Springs, New York

Address: 340 Broadway 3rd floor, Saratoga Springs, NY 12866.
Phone: 87203333.
Website: bouchey.com
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Bouchey Financial Group, Ltd.

Bouchey Financial Group, Ltd. 340 Broadway 3rd floor, Saratoga Springs, NY 12866

⏰ Open Hours of Bouchey Financial Group, Ltd.

  • Monday: 8 AM–4:30 PM
  • Tuesday: 8 AM–4:30 PM
  • Wednesday: 8 AM–4:30 PM
  • Thursday: 8 AM–4:30 PM
  • Friday: 8 AM–4:30 PM
  • Saturday: Closed
  • Sunday: Closed

Bouchey Financial Group, Ltd. es una empresa de asesoramiento financiero con sede en Saratoga Springs, Nueva York. Su dirección es Address: 340 Broadway 3rd floor, Saratoga Springs, NY 12866.

Para obtener más información, puede llamar al teléfono Phone: 87203333 o visitar su página web Website: bouchey.com.

Esta empresa ofrece servicios de planificación financiera y consultoría de inversiones. Sus especialidades incluyen:

Specialties Description
Financial planner Asesoramiento financiero personalizado
Investment service Consultoría de inversiones y gestión de activos

Algunos datos de interés sobre esta empresa son:

• Está ubicada en una zona fácil de llegar y tiene un estacionamiento accesible para personas con discapacidad.

• Su restroom tiene acceso para personas con discapacidad.

• Se recomienda una cita previa para asuntos financieros personales.

Las opiniones de los clientes sobre esta empresa son muy positivas. Tiene 5 reseñas en Google My Business con una media de 5/5 estrellas.

👍 Reviews of Bouchey Financial Group, Ltd.

Bouchey Financial Group, Ltd. - Saratoga Springs, New York
Jamie M.
5/5

I can't speak highly enough of Marty Shields and Bouchey Financial Group. Marty's personalized approach and the firm's reputation for excellence led me to choose them. They helped me to create a clear plan to achieve my financial goals and took the time to understand my and my family's unique needs. Marty crafted a comprehensive financial plan tailored to my specific goals and needs and provided expert guidance on investment strategies and retirement planning ensuring that I had a solid financial foundation for the future.

Working with Marty greatly improved my financial peace of mind. His expertise and support gave me confidence in my financial decisions, knowing that I had a trusted advisor guiding me every step of the way.

The ongoing benefits of working with Marty and Bouchey Financial Group are invaluable. Not only do I have peace of mind knowing that my finances are in capable hands, but I also benefit from their ongoing support and guidance as my financial situation evolves. Their proactive approach ensures that I stay on track to achieve my long-term financial goals, providing reassurance and confidence for the future.

Bouchey Financial Group, Ltd. - Saratoga Springs, New York
Mary P.
5/5

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!

Bouchey Financial Group, Ltd. - Saratoga Springs, New York
Mary D.
5/5

We highly recommend the team at Bouchey Financial. They are professional, well-informed, and always thorough in their approach to advising. We consider them a trusted partner as we plan and set goals for our retirement. We appreciate their honesty, the training they provide in fiscal diligence, and their attentiveness to our needs and questions.

Bouchey Financial Group, Ltd. - Saratoga Springs, New York
Edward P.
5/5

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.

Bouchey Financial Group, Ltd. - Saratoga Springs, New York
Tom E.
5/5

Friendly, Knowledgeable, Customer driven Financial Expertise.

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