Lisa Cast's Contact Details

Lisa Cast's Company Details

Vahanian & Associates Financial Planning Inc.

Saratoga Springs, NY, US • 5 - 9 Employees
Financial Services

At Vahanian & Associates of Saratoga Springs, NY, we believe that financial planning and investment management is not only about taking care of people's money, but also about taking care of people. Success comes from a balance of health, family, and finances. Our goal is to help you make the most of what you have in order to achieve a balance that serves your present and future needs.Our firm was founded in 1986 by Jeffrey C. Vahanian, President/Owner, with a goal to provide comprehensive financial planning solutions. With every client we work with, it is our goal to establish a long term, potentially multi-generational relationship. And with each and every market movement, world event, technological advancement or global uncertainty, we strive to be the trusted advisor you can count on along the way.Our approach is quite simple. It starts with a conversation and goes from there. For more information, please call (518) 583-0891 or email us at vahanian@vahanian.com Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Investment advisory and fixed/traditional insurance services offered through Vahanian & Associates Financial Planning Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.Vahanian & Associates website: http://www.vahanian.comhttps://www.royalalliance.com/disclosures/socialmedia/ FINRA: http://www.finra.org/SIPC: https://www.sipc.org/