Email Image lwarren@janney.com
Phone Image 202.955.4328
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.
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.
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Just Passed: Life Happens
On December 7th, we welcomed Meg Muldoon as she presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
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Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 03, 2023
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Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 15, 2022
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Penultimate?
Our Investment Strategy Group outlines key takeaways from the Federal Reserve's decision to raise interest rates by 50 basis points and its intention to keep raising rates.
December 08, 2022
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Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
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January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
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Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Office Information
Address:
1255 23rd Street NW
Suite 810
Washington, DC 20037
Phone:
202.955.4328
Toll-free:
800.922.9237
Fax:
202.872.1906
Email:
lwarren@janney.com
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image lwarren@janney.com
Phone Image 202.955.4328