Vahanian & Associates Financial Planning Inc

More Info

Plan, Invest, Retire.

General Info

Nationally Recognized but close to home. As a mainstay in Saratoga since 1986, Vahanian & Associates offers investment management, retirement and financial planning guidance to high net worth individuals and their families. Focused on excellence in service and personal attention, the firm is led by Jeffrey Vahanian, a Skidmore College graduate who attained his CFP designation in 1991. At Vahanian & Associates, we strive to serve as your strategic partner, supporting a coordinated effort to achieve your personal and financial goals. In particular, as you approach critical life stages, including career changes, retirement and legacy planning, our aim is to facilitate a decision making process that emphasizes your personal principles and values. Certified Financial Planner? & Member of the Financial Planning Association of Northeastern NY. Chairman of the Royal Alliance Associates National Advisory Board (2008-2012) and ongoing board member. Past President & Board Member for the Capital District Chapter of the International Association for Financial Planning (now the Financial Planning Association). Featured in Investment Advisor, Investment News, Financial Planning & Registered Rep magazines. Member of Royal Alliance Associates Royal.Court of top national advisors since 1994*. 2008 Royal Alliance National Compliance Audit Excellence Award Winner.

Email

Email Business

Services/Products

Estate Planning, Retirement Planning, Annuities, Investments, Mutual Funds, Individual Retirement Accounts.

Payment method

amex, visa, mastercard, debit

Categories

Retirement Planning Services, Financial Planning Consultants, Investments

Reviews

Details

Phone: (888) 320-5282

Address: 60 Railroad Pl, Ste 104, Saratoga Springs, NY 12866