Financial Planning & Insurance

Part of ensuring a strong financial picture today and tomorrow lies in protecting the assets you have built and planning out for your future.

Planning for Today, Tomorrow and Beyond

Sterling Manor Financial, LLC
If you are in need of extensive financial planning services that extend beyond the credit union’s product offerings, look to Sterling Manor Financial, LLC.  Sterling Manor Financial has been helping credit union members with financial planning and investment services.  The organization often provides seminars and presentations to educate and inform members with very deep roots in the Saratoga Springs community.   As a credit union member you will receive a complimentary consultation for financial planning, college planning, retirement planning, investment management and more.

Consultation Request Form

Toll-Free: 866.450.5655
Office: 518.583.4040
Fax: 518.583.4624
18 Division Street, Suite 202
Saratoga Springs, NY 12866

Protect the Ones You Love

Different life stages mean different responsibilities. As those commitments build, grow and change, make sure to evaluate the insurance coverage you need to protect them.  Some aspects of insurance can be complex, but you do not have to be an expert.  That’s why we are here to help you with sound information and the tools you need to make the right decisions.

TruStage® Auto & Home Insurance Program

TruStage® Auto & Home Insurance Program

Designed for credit union members like you, the TruStage® Auto & Home Insurance Program provides affordable top-quality protection. You could enjoy discounted rates combined with online convenience and 24/7 claims service.

Get your free quote online today or call 1-855-589-2146.

TruStage® Auto & Home Insurance Program is made available through TruStage Insurance Agency, LLC and issued by leading insurance companies. To the extent permitted by law, applicants are individually underwritten; not all applicants may qualify. Discounts are not available in all states and discounts vary by state. A consumer report from a consumer reporting agency and/or motor vehicle report will be obtained on all drivers listed on your policy where state laws and regulations allow. Please consult your policy for specific coverage and limitations. The insurance offered is not a deposit, and is not federally insured, sold or guaranteed by your credit union.

© TruStage Insurance Agency


Your credit union membership could help you save hundreds of dollars.

You could save hundreds on car insurance

Liberty Mutual Discount

Liberty Mutual is offering members a 10% discount on Auto, Life and Homeowners Insurance Services.  The credit union’s dedicated representative, Kevin Simon, is available any time to discuss coverages, polices and claims.  Just let Kevin know you are a credit union member.

Kevin Simon
14 Corporate Drive
Clifton Park, NY 12065
518.371.2486 x 53654
Fax:  518.371.0414


Securities and Investment Advisory Services are offered solely through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Sterling Manor Financial, Saratoga’s Community Federal Credit Union, and Cadaret, Grant are separate entities. Securities and other products/services are not federally insured by the NCUA, not obligations of the Credit Union, not guaranteed by the Credit Union, and involve investment risk. Saratoga’s Community Federal Credit Union has contracted with Cadaret, Grant & Co.,Inc. and Sterling Manor Financial to make non-deposit investment products and services available to credit union members.