Who We Are
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
Wall Street Walk 2023
It was great participating in the 2023 Wall Street Heart Walk & Run 5k in lower Manhattan on Team Janney Montgomery Scott LLC ! Together we raised $5,213.41 for the American Heart Association and had a fun time doing it ❤️
Client Lunch with Mark Luschini
It was great hosting a client lunch featuring Janney Chief Investment Strategist, Mark Luschini at the Hackensack Golf Club. Thank you Mark for a terrific & informative discussion on the current economy, financial markets & investment strategies!
2023 Collection for The Hackensack Meridian Children's Health Children's Cancer Institute
With your help & support the Janney Hackensack branch was proud to present a collection of children's toys, games, crafts and a donation check in the amount of $4,600 to the Hackensack Meridian Children's Health Children's Cancer Institute. Thank you to everyone who contributed to this wonderful and well-deserving organization.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
