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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Recent Event: Life Happens
Meg Muldoon 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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Recent Event: 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.
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Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2023
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FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 03, 2023
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Anticipating a large tax bill?
Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
March 14, 2023
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5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
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June Investment Perspectives
We examine the plausibility of avoiding a recession this year, what happens to the bond market now that the debt-ceiling saga ended, and what's expected to weigh on the stock market this month.
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Your Assets are in Good Hands: Resources and Account Protection at Janney
Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.
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