Jeffrey Vahanian, CFP®
President/Founder at Vahanian & Associates Financial Planning Inc.- Claim this Profile
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Bio
Experience
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Vahanian & Associates Financial Planning Inc.
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United States
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Financial Services
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1 - 100 Employee
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President/Founder
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Apr 1986 - 37 years 9 months
Saratoga Springs, NY At Vahanian & Associates of Saratoga Springs, NY, we believe that financial planning and investment management is not only about taking care of people’s money, but also about taking care of people. Success comes from a balance of health, family, and finances. Our goal is to help you make the most of what you have in order to achieve a balance that serves your present and future needs. Our team focuses on comprehensive personal financial planning that is tailored to your unique situation.… Show more At Vahanian & Associates of Saratoga Springs, NY, we believe that financial planning and investment management is not only about taking care of people’s money, but also about taking care of people. Success comes from a balance of health, family, and finances. Our goal is to help you make the most of what you have in order to achieve a balance that serves your present and future needs. Our team focuses on comprehensive personal financial planning that is tailored to your unique situation. With every client we work with, it is our goal to establish a long term, potentially multigenerational relationship. And with each and every market movement, world event, technological advancement or global uncertainty, we strive to be the trusted advisor you can count on along the way. Our approach is quite simple. It starts with a conversation and goes from there.
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IMPORTANT DISCLOSURES
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Apr 1986 - 37 years 9 months
Saratoga Springs, NY Securities offered through Osaic Wealth, Inc. Member FINRA, SIPC. Investment advisory services offered through Vahanian & Associates Financial Planning Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. https://vahanian.com/important-disclosures-form-crs-adv/
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Education
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Skidmore College