What We Do

We have the knowledge and experience to help you analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.

Our investment management process provides comprehensive planning to determine your goals and circumstances and then to make recommendations for an investment strategy that aligns with your goals, implementation of your investment strategy, and a review of your financial plan to help you stay on track to achieve your financial goals.

Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task. Managing retirement income is an ongoing exercise in balancing guaranteed sources of income such a Social Security and fluctuating income from your investment portfolio, with living expenses and desired spending levels. Today’s retirees want to know if the assets they have saved for retirement are aligned toward their goals to achieve the lifestyle they desire in their retirement years. Budgeting, spending, and investing habits and strategies should be reviewed and adjusted regularly to help ensure your retirement plan is designed for the long term.

Did you know that Social Security may only provide, on average, about 40% of the retirement income you need?* As retirement nears, your focus will need to shift—from building wealth to preserving it and generating a predictable lifetime income stream that will fund the retirement lifestyle you’ve always envisioned.

Throughout your life, you’ve worked hard to accumulate assets, build wealth and provide for your family. You built a comfortable life full of shared memories and experiences; this is your legacy and your estate. Providing for and protecting your loved ones is never more critical than when you aren’t there to do so. That is why developing an estate plan can be one of the best things you ever do for them.

Do you have enough life insurance to meet all of your goals and obligations? Life insurance is important to consider when building your financial plan. It can be employed to provide a sense of stability to your family in the event of your passing and allow them to maintain their lifestyle, stay in the family home, and meet other needs that may arise. However, income replacement isn’t the only factor to consider when determining how much life insurance coverage you need. Life insurance provides cash to pay off debts and replenish your family’s savings. It can also be used from a planning perspective to provide for future family goals, like college tuitions and weddings.

Determining a long-term care (LTC) solution that best fits your needs depends on several factors, such as your current health, health history, age, and financial situation. Janney can help you decide which of the following coverage choices are in your best interest.

We are committed to working with your organization to deliver innovative and results-oriented strategies for your employer-sponsored retirement plan. We have access to valuable tools and resources, and provide practical insight, which enables us to translate complex plan issues into meaningful results.

Education costs have skyrocketed over the last 10 years. As a parent, grandparent, or relative who is responsible for a child’s education, you know how critical meeting those costs will be to their future. We can help you navigate through the complexities of college planning, to meet your unique savings and funding goals.

Simplify. Plan. Live with Confidence. No matter where you are in life, we can help you get on track to meet today’s financial needs and establish a plan to help you reach tomorrow’s goals.

When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.

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.

Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility. No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.

Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.

Simplify your life and finances with Janney’s secure client portal. Janney offers 24/7, convenient, secure access to your account information and more through our Online Access client portal and mobile app. Take the tour below.

Turning a lifetime of savings into sustainable retirement income can feel complex. You’re balancing predictable income sources–like Social Security–with investment-based income that can fluctuate, all while supporting the lifestyle you envision for retirement.

Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.

You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.