Home page hero banner
![team-hero-img Team Hero Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/8ec93c928e7744cd87289befa36fe6d8.jpg)
Andrew Ciappa & Rick Link
Our Team
Not only are we available at your convenience, but Janney has also structured itself to be immediately responsive to clients’ needs—all levels of Janney’s staff are easily accessible, and possess a willingness and enthusiasm to help. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
![College Saving and Funding Plans Who We Are Card Image](/sites/default/files/2022-11/College%20Saving%20and%20Funding%20Plans.jpg)
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
![Financial Planning Who We Are Card Image](/sites/default/files/2022-11/Financial%20Planning_0.jpg)
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
![Online Access Who We Are Card Image](/sites/default/files/2022-11/Online%20Access.jpg)
Online Access
Our digital experience makes connecting your life and finances easier by providing 24/7 secure access to your account information, aggregation tools, eDelivery, and more.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
![Recent Event: Janney's 2024 Mid-Year Market Update Event Image](/sites/default/files/2024-05/PCG%20-%20June%20Market%20Update%20Virtual%20Seminar%20Image%20-%201033451-0323.jpg)
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
![Recent Event: Cybersecurity Event Image](/sites/default/files/2024-03/iStock-1279862993.jpg)
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
![Recent Event: Tax & Estate Planning Event Image](/sites/default/files/2023-09/PCG%20-%20Oct%20Tax%20%26%20Estate%20Planning%20Virtual%20Event%20-%20Web%20-%201169974-0823.jpg)
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 27, 2024
At Janney, we continually invest in our team to further their professional and personal development. We’re proud to host various conferences and events that provide opportunities for our team members to learn and develop. From distinguished speakers to engaging workshops, strategy sessions, and panels, there is something for everyone to help further their growth and better support our clients.
July 27, 2024
![recent-update-card-img Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/44299bf35e3b45bc92089e1f6ac0d684.jpg)
Resilient Consumer and Lower Inflation Bolster Soft Landing Case
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
July 26, 2024
![recent-update-card-img Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4930a637bca84108bfeddf2a45f67c24.jpg)
We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
![July Investment Perspectives Research Photo](/sites/default/files/2024-07/iStock-1182811599.jpg)
July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
![Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts Research Photo](/sites/default/files/2024-07/status-and-investment-implications-of-infrastructure-clean-energy-and-semiconductor-spending-acts---web.jpg)
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
![Here’s What You Can Do to Prevent Check Fraud Research Photo](/sites/default/files/2024-07/iStock-865527674.jpg)
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information