VAHANIAN & ASSOCIATES WELCOMES NEW TEAM MEMBER: JULIA M. EDDY

 In Press Releases

Saratoga Springs, NY, August 10, 2022 – Vahanian & Associates of Saratoga Springs welcomes Julia M. Eddy to their team as an Administrative & Client Services Specialist. Julia joined the firm in December of 2021 after spending a year at Nationwide where she helped retirement plan participants address investment options and portfolio changes. In Julia’s short time with the Vahanian team, she has already made a significant impact in supporting clients, and complementing a team-oriented and collaborative culture. Julia holds her Series 6 and 63 licenses, as well as New York State Life and Health Insurance.

About Vahanian & Associates:

Vahanian & Associates Financial Planning Inc. provides financial planning, investment management, and estate planning services for high-net-worth individuals and families, and is accepting new clients. The team also provides ESG and Sustainable Investing options. Vahanian & Associates is located at 60 Railroad Place in Saratoga Springs, NY (518) 583-0891. Jeffrey Vahanian, CFP®, President of Vahanian & Associates is also separately a registered representative offering securities through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Vahanian & Associates Financial Planning Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. The company website can be visited at www.vahanian.com.

Royal Alliance is consistently recognized as one of the premier independent broker-dealers in the country. The company’s reputation is the result of an open-architecture model and commitment to leading edge technology and superior service.

Advisor Group is one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, Osaic Wealth, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial. These independent broker-dealers, with more than 10,000 independent financial advisors, are all wholly-owned subsidiaries of Advisor Group and Members FINRA/SIPC.

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