Saratoga Business Advisors

Saratoga Investment Solutions is a boutique financial firm based in Saratoga Springs, NY, offering tailored services to individuals and professionals seeking to simplify their finances and align their wealth with their life goals. Founded by Cynthia Zalewsky, a Certified Financial Planner, the firm specializes in providing holistic financial planning at every stage of one's career, whether it be for medical professionals, veterinarians, retirees, or those preparing for retirement. With a focus on increasing the value of clients' lives rather than just the size of their wallets, Saratoga Investment Solutions offers solutions for business transition, trust and estate planning, student loan debt, employee benefit optimization, wealth distribution, risk coverage, and practice buy-ins.Generated from the website

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.

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.