The Osterville Branch | Osterville, MA | Financial Advisors

The Osterville Branch

With nearly 50 years of combined experience, we are dedicated to helping our clients manage their wealth while providing excellent service based on integrity, trust, respect and performance.

With the right approach, you won’t have to compromise today’s lifestyle or tomorrow’s comfort.

Our Team

In addition to the administrative and operational support staff in the Osterville office, we are further supported by a team of wealth management professionals working out of Janney’s corporate headquarters. Their exceptional depth and breadth of experience in the different areas of comprehensive financial planning – including educational funding, retirement and estate planning, as well as portfolio management and asset and income protection - allow for the level of highly specialized financial management and guidance you expect. ... Read more. Read less.

William A. Murdoch, Jr., CFP®, CRPC®, CLTC®

Executive Vice President / Wealth Management / Financial Advisor

Jayne M. Scanlon, J.D., CFP®, CLTC®

Financial Advisor / Wealth Management

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

401(k) Review

When was the last time you had a professional review of your company retirement plan?

Business Retirement Plans

We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.

College Saving and Funding Plans

Plan for More™—supporting your student’s future while protecting your broader financial goals. As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.

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.