Additional Services
Consultations are available in the following areas:
- Retirement planning
- Estimating social security retirement benefits
- 401(K) benefits
- IRA options, Self-directed IRA's, Rollovers
- Retire at 62, 65, 66 or later??
- Income tax issues while receiving social security benefits
- Roth IRA, how to avoid the early withdrawal penalties
- Revocable versus irrevocable trusts
- Medicare versus Medicaid
- College education planning, & determining deductions available
- Payroll taxes, workers compensation, state disability
Please note that securities are offered through Cadaret, Grant & Co., Inc.
(Member FINRA/SIPC), 100 Madison Street, Syracuse, NY 13202
315-471-2191. Saurbaugh Fiancial Services and Cadaret, Grant & Co., Inc. are separate entities.
Researching your question to provide the best possible solutions. No question is frivolous.
Office Hours
Weekdays 6am - 4pm,however appointments are available at other times. Saturday appointments are also available. Without an appointment it is best to call before coming to the office.
Postal Address
Saurbaugh Financial Services
PO Box 98
Bath, NY 14810
Fax (607) 776-1101
Content by Russ Saurbaugh
Web edit & arrangement by
Creative Concepts
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