Wells Fargo Advisors

After serving the Schenectady community for 37 years as Wright and Barnes Investments, we are happy to announce that we continue to serve the area as Kellman Barnes Financial Planning. Established in 1977 as Arthur Wright and Associates, Lynn Barnes, CFP, joined her father in 1982 to create Wright and Barnes Investments. Now, Travis Kellman, MSFP, CFP, CRPC, EA, and Lynn have joined forces to create Kellman Barnes Financial Planning. Travis, another life-time Schenectady resident, boasts 12 years of financial planning experience and combined they have 49 years’ experience serving the Schenectady community with an emphasis on honesty, trust, and communication.

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.

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.