About Us

Sterling Manor Financial is an independent financial services firm based in Saratoga Springs with additional offices in Rhinebeck and Margaretville, NY.
The firm’s partners provide comprehensive financial solutions for individuals, small businesses, and foundations. At Sterling Manor Financial, we are independent of any company which manufactures and markets its products, and as Investment Advisor Representatives, we are duty-bound to act as fiduciaries, meaning that investments and solutions can be chosen and strategies can be implemented with confidence in the knowledge that our recommendations are being made with our clients’ interests in mind.
At Sterling Manor Financial we are a local team of fully licensed professionals working together to help our clients assess and meet their goals. This is in stark contrast to the traditional financial professional who works in isolation. As a team, we are better suited to implement and service financial strategies with a depth of knowledge and experience not typically found when working with a solo-practitioner.

Business size

1-10 employees

Commercial presence