Vahanian & Associates Financial Planning Inc.
About
Vahanian & Associates Financial Planning is a Saratoga Springs financial planning and investment management firm at 60 Railroad Place, Suite 104, founded in 1986. Services cover financial and retirement planning, investment management, estate planning, insurance and risk management, and ESG investing.
The firm follows a six-step advisory process and recently moved its affiliation to Commonwealth Financial Network, through which securities and advisory services are offered. It publishes a quarterly newsletter and a blog, Vahanian Viewpoints.
What to know
- Clients can opt into online account access and paperless statements.
- A Q&A with principal Jeffrey Vahanian is featured on the site.
- The firm is a registered investment adviser.
- The office is in the Railroad Place building near the Saratoga train station.
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