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Text Content

BUSINESS PRINCIPLES +


STANDARDS OF CARE

“OUR CLIENTS’ INTERESTS COME FIRST”

OUR MAIN MISSION IS TO SERVE OUR CLIENTS.

IT STARTS WITH A CONVERSATION + GOES FROM THERE.


OUR APPROACH


 * .
 * Who We Are
   * What We’re About
   * The Team
   * Videos
   * Culture
   * Thinking Ahead
   * History + Timeline
   * What Inspires Us
   * In The News
   * In The Community
 * Working Together
   * Our Approach
   * Solutions For You
     * Financial Planning
     * Investment Management
     * Retirement Planning
     * Estate Planning
     * Risk Management/Insurance
   * ESG Investing
   * Q+A with Jeffrey
   * Business Principles
   * Quarterly Newsletter
 * Vahanian Viewpoints
 * Say Hello
   * Contact Us
   * Careers
 * Login
   * eDelivery
 * Disclosures + Form CRS/ADV



 * .
 * Who We Are
   * What We’re About
   * The Team
   * Videos
   * Culture
   * Thinking Ahead
   * History + Timeline
   * What Inspires Us
   * In The News
   * In The Community
 * Working Together
   * Our Approach
   * Solutions For You
     * Financial Planning
     * Investment Management
     * Retirement Planning
     * Estate Planning
     * Risk Management/Insurance
   * ESG Investing
   * Q+A with Jeffrey
   * Business Principles
   * Quarterly Newsletter
 * Vahanian Viewpoints
 * Say Hello
   * Contact Us
   * Careers
 * Login
   * eDelivery
 * Disclosures + Form CRS/ADV




2023 ADVISORY LETTER


READ OUR THIRD QUARTER




ALIGNING VALUES WITH INVESTMENTS


ESG INVESTING







OUR STORY

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 mostly about taking care of people.


Learn More







SOLUTIONS FOR YOU

We believe that success is not easily measured and it is certainly not the same
from one person to another. We strive to help you clearly define your goals,
values, and objectives so that the financial plan we create together is one that
you can feel good about.




FINANCIAL PLANNING



INVESTMENT MANAGEMENT



RISK MANAGEMENT/
INSURANCE



RETIREMENT PLANNING



ESTATE
PLANNING








START A CONVERSATION

Your goals, your life, our guidance. Let’s build a future together.


Contact Us






1986

Founded
Founded in 1986:
Our history + highlights through the years.

LEARN MORE



Welcome to Our Blog:
Where we provide insights on markets, financial planning and much more.

LEARN MORE



6

Step Approach
6 Step Approach:
We think it is critical that we have a clear understanding of what you want,
need and expect from a Financial Advisor.

LEARN MORE








Contact Us
Call: (518) 583-0891
Fax: (518) 583-1617
Email: vahanian@vahanian.com

60 Railroad Place, Suite 104
Saratoga Springs, NY 12866



How To Make It Happen
Say Hello
Solutions for You
Form CRS
Important Disclosure
Careers
Login


Not all services will be appropriate or necessary for all clients, and the
potential value and benefit of the adviser’s services will vary based upon a
variety of factors, such as the client’s investment and financial circumstances
and overall objectives. Neither customized services nor the scope or nature of
financial planning should be construed as guarantees of a particular outcome.
Comprehensive or holistic financial planning indicates that financial planning
will be informed by the material financial and investment circumstances of the
client, as communicated by the client to the adviser, but may not consider
literally all aspects of a client’s financial affairs. The effectiveness and
potential success of adviser’s services can depend on a variety of factors,
including but not limited to the manner and timing of implementation,
coordination with the client and the client’s other engaged professionals, and
market conditions. Vahanian & Associates is neither a law firm nor an accounting
firm and does not provide legal or tax advice. Website visitors and clients
should consult an attorney or tax professional regarding their specific legal or
tax situation. Past performance does not guarantee future results. All investing
comes with risk, including risk of loss.

V&A Form CRS
Osaic Wealth, Inc. Form CRS
Check the background of this firm and investment professional on FINRA's
BrokerCheck.

Copyright © 2024 Vahanian & Associates Financial Planning Inc.

Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC. Investment
advisory and fixed/traditional insurance 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.

This communication is strictly intended for individuals residing in the states
of AR, AZ, CA, CO, CT, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TN,
TX, VA, VT, WI. No offers may be made or accepted from any resident outside the
specific state(s) referenced.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you
link to any of the web sites provided here, you are leaving this web site. We
make no representation as to the completeness or accuracy of information
provided at these web sites. Nor is the company liable for any direct or
indirect technical or system issues or any consequences arising out of your
access to or your use of third-party technologies, web sites, information and
programs made available through this web site. When you access one of these web
sites, you are leaving our web site and assume total responsibility and risk for
your use of the web sites you are linking to.

Important Disclosure