Our Team
John Ruggiero
Executive Vice President/ Wealth Management, Financial Advisor
Mitchell Altro
First Vice President / Wealth Management, Financial Advisor
Jeffrey Schnee, AWMA®, CLTC
Executive Vice President / Wealth Management, Financial Advisor
Michael Levin, AWMA™, CLTC®
Senior Vice President/Wealth Management, Financial Advisor
John Iervolino
Practice Business Manager
Hina C. Iervolino
Senior Private Client Associate
Sandy Lashmit
Senior Registered Private Client Associate
Faith Sutter
Senior Registered Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Tax Overlay
Janney’s Tax Overlay seeks to enhance after-tax outcomes by thoughtfully incorporating tax considerations into ongoing portfolio management.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.