After careful consideration, I am pleased and excited to announce my new affiliation with one of the nation’s most prestigious wealth management firms, Janney Montgomery Scott LLC (Janney), at its branch office in Lancaster, PA with the Lancaster Wealth Group.
JANNEY AT A GLANCE
Janney is an industry leader in providing a comprehensive range of wealth management, financial, estate, and retirement planning services to individuals and businesses:
With roots dating to 1832, Janney is the largest Philadelphia-based financial services firm. Strength, integrity, and commitment to client service have brought this firm to where it is today.
The firm serves more than 100 Private Client offices along the East Coast.
Janney’s relationship with clients is built on a foundation of trust and performance, guided by its core values: delivering with integrity, driving for results, keeping people at the center, and exceeding expectations.
A MUTUALLY BENEFICIAL MOVE
At Janney, we’ll continue to provide the many services you’re familiar with, including financial guidance, legacy and estate planning, and retirement solutions. There are many benefits and services we can both enjoy with Janney, and we’re eager to maintain and build upon our existing relationship—bolstered by the stability, resources, and client-focused approach that Janney provides.
I cannot thank you enough for the trust you place in our team each day. As always, I look forward to working with you to achieve your financial goals.
