Our team commits to centering our practice on our clients’ needs and accomplishing their objectives. We work hard to develop long-term relationships, and strive to ultimately work with multiple generations of a family. This approach truly allows us to understand the big picture and distill what matters most.
Over time, we have developed a process for determining our clients’ objectives. We use financial planning as the foundation to create an investment plan that addresses both today's needs and tomorrow's goals. We work with our clients; however, we see it as sitting on the same side of the table as a go-to resource for important decisions. When our clients join us, they gain access to advice, planning and consultation, all with them as the focus. In doing such, each of us has spent the vast majority of our careers here at Janney providing advice beyond investments.
As a team, we operate out of 3 offices in the tri-state area:
888 Veterans Memorial Hwy
Hauppauge, NY 11788
1001 Franklin Ave.
Garden City, NY 11530
800 Post Road
Darien, CT 06820