Forbes Best-In-State Wealth Advisor
We're pleased to share that Jeffrey Schnee has been named to the 2022 Forbes list of Best-In-State Wealth Advisors. Jeff shares this honor with the full team and congratulates them on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients, for the trust and confidence they place in us each and every day.
Tips for Leveraging 529 Education Savings Plans
With the costs of college rising as much as 5% per year, the time to start saving and planning for a child’s education is now. If you’re a parent or grandparent, a 529 plan can be a great saving’s vehicle that also offers tax advantages. Read this article for some of a 529 plan’s key benefits.
Data Security at Janney
Protecting the privacy and security of your financial and personal information is a top priority at Janney. It’s part of our mission “to be the highest standard in financial relationships.” We’ve based our comprehensive information security and privacy program on industry and international business best practices. Read this article to learn more.
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