Jeffrey C. Vahanian, CFP^®

Vahanian & Associates Financial Planning Inc.

60 Railroad Place, Ste 104
Saratoga Springs, NY 12866

FINANCIAL ADVISOR'S WEBSITE

www.vahanian.com

(518) 583-0891

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

Jeffrey Vahanian is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Vahanian & Associates Financial Planning Inc. in Saratoga Springs, NY and the surrounding communities.

Financial Advisor Overview

At Vahanian & Associates, we believe that financial planning is not solely about taking care of peoples’ money. It’s about taking care of people. It is our mission to accomplish this objective by helping you make the most of what you have, in order to better serve your present and future needs. We understand how personal this process is, so we go out of our way to get to know you in order to better understand how to be of service. Having been in practice for nearly 30 years, our firm takes pride in providing premium, comprehensive financial services to high net worth individuals and families including coordination with their accountants and estate planning attorney for a well rounded approach.

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)

Insurance Licenses

Life insurance: NY, NJ, CT, FL, MA
Health/disability insurance: NY, NJ, CT, FL, MA
Fixed annuities: NY, NJ, CT, FL, MA
Variable annuities: NY, NJ, CT, FL, MA

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Broker-Dealer Disclaimer

Securities offered through Royal Alliance Associates, Inc., Member FINRA, SIPC. Investment advisory and fixed / traditional insurance services offered through Vahanian & Associates Financial Planning Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth