Our Team
With over 55 years of combined industry experience, Jeramy May and Kimberly Nelson-Velasquez strive to provide excellent service as they guide clients through the phases of investing: wealth accumulation, wealth preservation and wealth distribution
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
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.
Up Next: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Office Information
Address:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.