Please note our privacy policy has changed. To view the policy, please go to https://corporate.thryv.com/privacy/

Details

Plan, Invest, Retire.

Call Today!

General Info

Nationally Recognized but close to home. As a mainstay in Saratoga since 1986, Vahanian and 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 and 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? and 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 and 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 and 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.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 518-583-0891

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

Reviews

Be the first to review!
Write a Review
Categories
Financial Planning Consultants, Investments
Services / Products
Retirement Planning, Estate Planning, Mutual Funds, Investments, Individual Retirement Accounts, Annuities
Payment Options
amex, visa, mastercard, debit
Location
Wise Bldg
Suggest an Edit
Data provided by one or more of the following: Thryv, Data Axle, Yext.