Vahanian & Associates Financial Planning Revenue
Financial Services • 
Saratoga Springs, New York, United States • 1-10 Employees
Vahanian & Associates Financial Planning revenue & valuation
| Annual revenue | $24,800,000 |
| Revenue per employee | $4,118,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $79,100,000 |
| Total funding | No funding |
Key Contacts at Vahanian & Associates Financial Planning
Cory Larmour
Director Of Financial Planning
Lisa Cast
Director Of Operations & Client Experience
Taryn Sheehan
Director Of Client Services
Company overview
| Headquarters | 60 Railroad Place, Suite 104, Saratoga Springs, New York 12866, US |
| Phone number | +15185831617 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management |
| Founded | 1986 |
| Employees | 1-10 |
| Socials |
Vahanian & Associates Financial Planning Email Formats
Vahanian & Associates Financial Planning uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@vahanian.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@vahanian.com | 50% |
{last name}{last name} | doedoe@vahanian.com | 50% |
About Vahanian & Associates Financial Planning
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 and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org/https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network . The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html. Vahanian & Associates Financial Planning is located at 60 Railroad Place, Suite 104 Saratoga Springs, NY 12866 (518) 583-0891 Vahanian & Associates website: http://www.vahanian.com https://vahanian.com/important-disclosures-form-crs-adv/ FINRA: http://www.finra.org/ SIPC: https://www.sipc.org/
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Vahanian & Associates Financial Planning has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Vahanian & Associates Financial Planning has never raised funding before.
Vahanian & Associates Financial Planning Tech Stack
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