Bouchey Financial Group
Bouchey Financial Group
Saratoga Springs, NY
Serving Clients Nationwide
Health. Wealth. For Life.
5 out of 5 Stars
Jump to Reviews
Primary Advisor Locations
Bouchey Financial Group
Locations
📍 Saratoga Springs Office: 340 Broadway, 3rd Floor Saratoga Springs, NY 12866
📍 Historic Downtown Troy Office: 1819 Fifth Avenue Troy, NY 12180
📍 Boston Office: 50 North St, Medfield, MA 02052
📍 Remote Office: South Florida Office - Palm Beach County
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Compensation Methods
- Fee Only
- Percentage of Assets Managed
About Bouchey Financial Group
At Bouchey Financial we believe the more we can make investing and financial planning clear and simple, the more confident our clients can be about the decisions they make.Since 1990 Steven Bouchey has been advising clients and in 1995 he formed Bouchey Financial Group as an SEC Registered Investment Advisor. Today, Bouchey Financial Group manages over $1 billion, providing personalized wealth management services for individuals, families, and businesses.
We place our clients’ interests first. That’s our responsibility and that’s our commitment. Our clients always come first.
Our Services
Bouchey Financial Group provides comprehensive and integrated wealth management solutions, as well as unparalleled depth and sophistication in addressing the most complex aspects of financial planning for individuals, families and businesses.
-Investment Management
-Personal CFO Services
-Financial Planning
-Tax Planning
-Retirement Planning
-Estate Planning
-Equity Compensation Planning
-Business Owners
-Business Legacy Planning
It is our passion for doing what is right for our clients that drives us to develop effective solutions that always put their interests first. Our focus on excellence flows through all the services we provide, and it is what helps build the highest level of trust and confidence with our clients.
Our Team
Our team members at Bouchey Financial Group come from various educational and experiential backgrounds that we have successfully leveraged to build a client centric organization with one focus, our clients’ financial success.
Our unsurpassed work ethic is derived from following the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards.
Let's Connect
With convenient locations in Troy and Saratoga Springs, one of our financial advisors is never far from you. We service clients from throughout the Capital District and beyond.
Do you have a financial plan that works for you? Contact us to schedule a free consultation with one of our financial advisors.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Women’s Finance
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Write a Review
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Bouchey Financial Group - best of the best!
✅ Wealthtender Certified Advisor Review™
Aug 29, 2025
As a client, I can honestly say working with Bouchey Financial Group has been outstanding. They are highly professional, dedicated, and truly customer-focused, always taking the time to understand my needs and goals. Their service is meticulous, their follow-up is consistent, and I always feel well taken care of. What stands out most is their genuine commitment to delivering excellent results while making the process clear and stress-free. I have complete confidence in their guidance and truly value the exceptional level of care they provide.
Relationship to Financial Advisor: Client as of Aug 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Bouchey Testimonial
✅ Wealthtender Certified Advisor Review™
Aug 22, 2025
After years of looking for the right financial planner, my wife and I heard Steven Bouchey on the radio. We decided to visit Bouchey Financial Services, and we have been with the firm ever since.
During our initial consultation, we were impressed with their concern about our needs while offering several investment options. The entire office staff was friendly and knowledgeable.
We’ve been Bouchey clients for over 15 years and continue to be impressed with their honesty, integrity and professionalism. Not to mention the smart investments and guidance in building our wealth.
Relationship to Financial Advisor: Client as of Aug 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
An honest, dedicated, client-centric financial firm.
✅ Wealthtender Certified Advisor Review™
Jul 22, 2025
I've been with Bouchey Financial Group for a number of years now. They offer a truly client-centric approach to your financial wealth. They focus completely on what's best for your personal financial situation. Their client services team are hands-down the best in the business. Their investment approach to your wealth is both prudent and profitable.
Relationship to Financial Advisor: Client as of Jul 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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