Vahanian & Associates Financial Planning Inc.

Vahanian & Associates Financial Planning Inc. (CRD# 108183) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $136,856,431 in 280 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $488,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, NH, NY

Financial Advisors at Vahanian & Associates Financial Planning Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bonnie M. Boyce
CRD#: 1452608
60 Railroad Pl, Ste 104, Saratoga Springs, NY 12866
96
Wealthminder
score

Bonnie Boyce (CRD# 1452608) is an Investment Advisor Representative working at Vahanian & Associates Financial Planning Inc. in Saratoga Springs, NY and has over 31 years of experience in the finance industry. Bonnie Boyce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey C. Vahanian
CRD#: 1777656
60 Railroad Pl, Ste 104, Saratoga Springs, NY 12866
86
Wealthminder
score

Jeffrey Vahanian (CRD# 1777656) is an Investment Advisor Representative working at Vahanian & Associates Financial Planning Inc. in Saratoga Springs, NY and has over 28 years of experience in the finance industry. Jeffrey Vahanian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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