Attorney and CPA Services
As a former practicing attorney and CFP®, I understand your challenges. We know your time is limited and are able to make recommendations in line with your goals and needs.
ATTORNEYS AND CPAS ARE OUR CLIENTS
As a former practicing attorney and CFP®, I understand your challenges as you move from associate to partner or owner. We know your time is limited and are able to make recommendations that are in line with your goals and needs. We can make recommendations to clients and law firms that address tax implications, retirement plans, investments, insurance, cash flow, estate planning, education planning needs, and much more.
We know your time is limited and you need to devote your hours to your work, so we pride ourselves on effective and efficient service. We also understand the different types of financial issues you face throughout the different stages of your career and we can recommend to you a truly customized approach to your financial situation.
Give us the opportunity to review your situation and determine if we can help you using the vast resources and specialists who are here to assist us, no matter where you are in your career and beyond.
Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC, a Registered Investment Adviser.
This website is only intended for clients and interested investors residing in states in which the Financial Advisor is registered. Janney Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed. Not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA Brokercheck at https://brokercheck.finra.org/ to verify a Financial Advisors registration information.
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.