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Who We Are
Working Together
Vahanian Viewpoints
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- Contact Us
- Careers
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History + Highlights

Through The Years

History + Highlights

Through The Years

1986

JEFFREY VAHANIAN moves to Saratoga Springs, NY to build Vahanian & Associates into what it is today.

1992

BONNIE BOYCE joins the team.

1993

JEFFREY joins the Financial Planning Association Capital District Chapter and is appointed to its Board of Directors, serving until 1998.

JEFFREY begins appearance on public television – Fox TV 23 + WTEN TV 10 (ABC) as a financial commentator.

1996

JEFFREY is elected Capital District Chapter President of the FPA, serving until 1998.

JEFFREY joins the Estate Planning Council of Eastern New York

VAHANIAN & ASSOCIATES moves their office from Broadway to Railroad Place in Saratoga Springs, New York.

2005

BONNIE joins the Royal Alliance Administrative Council where Bonnie served as chairperson from 2010 until 2013.

2006

JEFFREY joins Royal Alliance National Advisory Board (NAB).

2007

BONNIE joins the Financial Planning Association Capital District Chapter.

JEFFREY serves in a leadership capacity of the Royal Alliance Ambassador Advocacy Group.

2008

JEFFREY is elected as Royal Alliance NAB chairman, serving until 2012, representing the longest tenured chairperson in NAB history.

2011

BOYCE of VAHANIAN & ASSOCIATES presents at National Education Conference.

2013

JEFFREY AND BONNIE ARE HONORED for 25-year affiliation with Royal Alliance at ConnectED National Conference in Las Vegas. Jeffrey is inducted into the Royal Alliance Master’s Club.

2015

BONNIE is appointed to a 9-person Royal Alliance Administrative Advisory Panel.

VAHANIAN & ASSOCIATES celebrates 25-year partnership with the Saratoga Springs Chamber of Commerce.

2016

VAHANIAN & ASSOCIATES celebrates 30 years.

LISA CAST + CAMERON CORSI join Vahanian & Associates.

JEFFREY is recognized as the longest tenured board member for the Royal Alliance National Advisory Board (NAB) for 10 consecutive years.

2017

BONNIE celebrates 25 years with Vahanian & Associates.

2018

JEFFREY celebrated his 60th birthday in January 2018 and the office surprised him with a “Happy Birthday” video montage with some of his old sportscasting footage.

New website launch and office renovation!

2019

VAHANIAN & ASSOCIATES expands its commitment to
Environmental, Social and Governance “ESG” Investing
for clients concerned with such issues.

LAUNCH Vahanian Viewpoints Blog.

2024

CORY LARMOUR + TARYN SHEEHAN join Vahanian & Associates.

Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria is based on a set of nonfinancial principles in addition to financial principles used to evaluate potential investments. The incorporation of nonfinancial principles (i.e., ESG) can factor heavily into the security selection process. The investment’s ESG focus may limit investment options available to the investor. Past performance is no guarantee of future results.

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

60 Railroad Place, Suite 104
Saratoga Springs, NY 12866

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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.

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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

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.

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