Allstate Personal Financial Representative: Gregory Smith

We have 30 years of experience and the expertise to guide you through the financial management process, to manage your investments, to work toward your significant goals. As a client of Legacy, you team with an advisor who listens to you, educates you and works with you to continue towards your financial success.

Nationally Recognized but close to home. As a mainstay in Saratoga since 1986, Vahanian and Associates offers investment management, retirement and financial planning guidance to high net worth individuals and their families. Focused on excellence in service and personal attention, the firm is led by Jeffrey Vahanian, a Skidmore College graduate who attained his CFP designation in 1991. At Vahanian and Associates, we strive to serve as your strategic partner, supporting a coordinated effort to achieve your personal and financial goals. In particular, as you approach critical life stages, including career changes, retirement and legacy planning, our aim is to facilitate a decision making process that emphasizes your personal principles and values. Certified Financial Planner? and Member of the Financial Planning Association of Northeastern NY. Chairman of the Royal Alliance Associates National Advisory Board 2008-2012 and ongoing board member. Past President and Board Member for the Capital District Chapter of the International Association for Financial Planning now the Financial Planning Association. Featured in Investment Advisor, Investment News, Financial Planning and Registered Rep magazines. Member of Royal Alliance Associates Royal.Court of top national advisors since 1994*. 2008 Royal Alliance National Compliance Audit Excellence Award Winner.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Malta, NY area, Megan Merriam will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.