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: Insurance the credit union way.

Insurance protection is part of a solid financial plan. That’s because dependable coverage helps ensure financial relief when you need it most. And along the way, that coverage means you’ll take comfort in knowing you’re protected.

Founded on more than 80 years of working together with credit unions, we make a variety of insurance products and programs available to members like you—and help you protect what matters most.

Welcome to TruStage and insurance the credit union way. To learn more, get quotes or just explore, visit



TruStage Safeguard what matters most. You could save an average of $519.52* on car/home insurance.  Find out more.

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.