As the Branch Manager of the Bedminster office, my team and I want to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We can help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.
Since 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing exceptional service and knowledgeable financial consultation to individual and institutional clients.
Janney Montgomery Scott LLC is an integral part of the nation’s financial history, holding the second oldest membership on the New York Stock Exchange. Through this unique perspective, we have seen our industry—and our clients—evolve.
We have adapted to meet the challenges presented by change while adhering to the core principles of our founders— and our client commitment: service, trust and integrity. We rank as a top-tier, full-range firm, providing financial services, investment banking and municipal and public finance expertise. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth.