Important Disclosures +
Form CRS/ADV

Important Disclosures + Form CRS/ADV

Please read through our disclosures and Form CRS/ADV.
If you have any questions, you may contact our office at vahanian@vahanian.com or (518) 583-0891.

V&A Form CRS

Osaic Wealth, Inc. Form CRS

Important Disclosure

ADV Part 2A

ADV Part 2B

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.

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

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