Etico Financial LLC is a financial services firm based in Saratoga Springs, New York, offering tailored financial planning and wealth management solutions. The firm focuses on helping individuals, families, and small businesses achieve long-term financial confidence through personalized guidance and goal-based strategies. Etico Financial specializes in holistic financial planning, taking into consideration budgeting, retirement planning, tax efficiency, and estate planning.
The team at Etico prioritizes transparency and trust, aiming to build long-lasting client relationships through proactive service and fiduciary responsibility. As independent advisors, they offer objective advice without being tied to proprietary investment products. Etico also provides socially responsible investing (SRI) options for clients interested in aligning their portfolios with their values. Known for their client-centric approach, Etico fosters a supportive, education-focused environment to help clients make informed decisions.
They are affiliated with LPL Financial, one of the largest independent broker-dealers in the U.S., giving them access to a wide range of investment products and research resources.
Website: https://www.eticofinancial.com/
Key Services:
– Comprehensive financial planning
– Wealth management and investment advisory
– Retirement and life goal planning
– Tax-aware investment strategies
– Estate and legacy planning
– Risk management and insurance planning
– Small business financial consulting
– Socially responsible investing (SRI) options
