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Bouchey Financial Group, Ltd.
340 Broadway 3rd floor, Saratoga Springs
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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.
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... read full review
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!