In a world filled with uncertainty, our goal is to help you establish a sound plan that addresses more than just your finances. See how we can help you prepare to make the most of your future.
Your choices are of the utmost importance. We listen to what you have to say and develop a personalized investment strategy that works for you.
We help you reference an appropriate level of expected retirement and investment income so that you can direct your cash flow towards the lifestyle and areas that you value most.
As a mainstay in Saratoga since 1986, Vahanian & Associates offers investment management, retirement and financial planning guidance to high net worth individuals and their families.
Certified Financial Planner™, Jeffrey Vahanian, and his team concentrate on…
... and helping clients and their families pursue the lifestyles, values and objectives that make their lives complete.
Keeping track of your various accounts can be a challenging task. Now, with VAHANIAN VAULT, you can have access to a consolidated snapshot of ALL of your family's accounts, including where they are and what they are worth each day using one secure login.