Saurbaugh Financial Services Individual and Business Service throughout Upstate NY (607) 776-3084
Saurbaugh Financial Services       Individual and Business Service     throughout Upstate NY                                                                    (607) 776-3084                                  

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.


Providing Financial Services Researching your question to provide the best possible solutions. No question is frivolous.


7202 Selleck Road

Bath, NY 14810


 Directions & Map


 (607) 776-3084





E-mail Russell

 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

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