JANNEY AT A GLANCE
Janney has a long and rich tradition of stability built on a foundation of drive, determination, and exemplary service and advice. A great deal of this success can be directly attributed to the ethics, values, and accountability to both clients and the community of Janney professionals. Janney serves individual and institutional clients through more than 120 branch offices. Janney is an industry leader in providing financial planning, research, trading execution, wealth management, and trust services to individuals, businesses, and local government entities.
A MUTUALLY BENEFICIAL MOVE
Several considerations played a key role in our decision to join Janney. Primarily, we are taking steps to ensure HD Wealth Partners will be in place for generations to come. We believe this is implicit in our promise to our clients and a responsibility that we do not take lightly. In addition, the Firm offers a comprehensive range of financial planning services, along with high-quality investment solutions and a support team of specialists for all your wealth needs. To this end, Janney has 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. Finally, we want to assure you that we can deliver the exact same investment experience and customer service that you have been accustomed to. In total, we believe our move to Janney will be in all of our best interests.
Thank you for the confidence and trust you have shown us in the past. We hope to continue our relationship for many years to come at Janney; we will always do our best on your behalf.
