VAHANIAN TEAM ATTENDS ADVISOR GROUP’S WEALTH BUSINESS SERIES
Saratoga Springs, NY, October 9, 2022 – Cameron Corsi & Julia Eddy of Vahanian & Associates Financial Planning Inc. participated in Advisor Group’s Wealth Business Series in Newton, MA on September 22nd. The conference focused on various technologies, efficiencies and business practices that could be implemented to support the team’s growing financial planning and advice-based business. There were presentations from Ladenburg Thalmann’s investment team who provided their economic outlook with commentary on specific sectors of the market and various Advisor Group team members who shared their expertise in areas such as investment products, trading platforms, organizational efficiencies, and comprehensive planning strategies. Newton was Advisor Group’s final stop on their conference roadshow. Corsi and Eddy are integral to the Vahanian team’s expanding practice; and leveraging Advisor Group’s educational resources is paramount to staff development and business growth.
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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