About us

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.

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