Jason H. Kurchner,  CFP<sup>&reg;</sup> - Financial Advisor

Jason H. Kurchner, CFP®

Sage Consulting & Wealth Preservation, Inc.

376 Broadway, Ste 26
Saratoga Springs, NY 12866
(518) 583-7243


Jason Kurchner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sage Consulting & Wealth Preservation, Inc. in Saratoga Springs, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care


Helpful Financial Planning Resources