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Heger & Bradanini Wealth Advisory Group
Our Team
At Janney, we build enduring client relationships based upon integrity, experience and trust by providing objective advice and superior service that lead our clients to the achievement of their financial goals.Peter Heger and Jeff Bradanini take a long-term approach to client service by building lasting relationships based on knowledge, trust and integrity. Peter and Jeff formed their partnership in the spirit of providing clients the independent, unbiased advice and balanced financial planning they demand.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Retire Confidently
You’ve spent your whole life working and building your nest egg. Now it’s time to put your assets to work so they can generate income for your retirement.
The Value of a Trusted Advisor
We know the process of financial planning — setting goals, forming a financial plan, and making adjustments along the way—can seem a bit intimidating. It’s easy to sometimes feel uncertain, overwhelmed, or simply not sure where to begin.
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information