January 27, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
November 27, 2024
Our Beaver branch, led by dedicated Branch Manager, G.R. Orr, recently hosted its 3rd Annual Pie Giveaway. Spreading holiday cheer by gifting 277 pies to our valued clients in celebration of Thanksgiving. Small gesture of gratitude, but one that brings great joy to share with those who make success possible. Wishing everyone a warm and wonderful holiday season! #Thanksgiving #Community #Thankful #ThanksgivingTraditions
October 22, 2024
The Pittsburgh Complex is Happy to Welcome Both Sam and Ben to the Team!
Samuel Silverberg, CFA, Financial Advisor, joins Loyalhanna Wealth Advisors with a decade of experience in the Financial Services industry.
Benjamin Ziolkowski, CFA, CFP®️, Financial Advisor Trainee, has joined Baum Private Wealth Advisors with 7 years of experience. #Pittsburghcomplex #LoyalhannaWealthAdvisors #BaumPrivateWealthAdvisors
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
September 11, 2024
Pittsburgh Complex held a charity golf fundraiser. The Janney West Cup! The day was filled with good people, great golf, and giving back to our community. We’re proud to share that we raised money in support 412 Food Rescue, a local organization that focuses on preventing perfectly good food from going to waste and instead redirecting it to those who are experiencing food insecurity.
September 03, 2024
Client Appreciation with MGL Wealth Management Group! Our Financial Advisors, Joseph Lombardo Jr., and Sean Giliberti, recently hosted an unforgettable client appreciation event at PNC Park in Pittsburgh, PA. With over 200 in attendance, it was an incredible afternoon filled with baseball, networking, and camaraderie. Here’s to many more successful events! #ClientAppreciation #Baseball #PNCPark #Networking #Partnerships
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 23, 2024
The Pittsburgh Complex of Janney Montgomery Scott would like to congratulate Financial Advisor, John Fiore. Thank you for 25 years of providing excellent service. We appreciate your hard work and dedication to serving clients!
August 20, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 25, 2024
The Pittsburgh Complex hosted a client event at the National Aviary. Clients enjoyed the beautiful view of the surrounding park, the oldest one in Pittsburgh and Lake Elizabeth and a tour of the National Aviary's immersive habitats. Clients were also greeted by two animal encounters, an owl and a Penguin by the name of Patrik. The habitat also included a tour of eagles, unique birds and a sloth that put a great show for our clients.
July 02, 2024
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 12, 2024
Janney Pittsburgh has experienced and talented support Staff.
Meet Rita Endler
Rita joined the Beaver office in March 2018 and assists our advisors in providing the excellent service our clients have come to expect and deserve. She applies her computer skills in opening new accounts, processing various client requests, and updating the databases we maintain.
Rita earned a Bachelor of Science degree from Indiana University of PA with a major in marketing. She recently passed the Series 7 and Series 66 exams and is now a fully registered employee. She has experience as a customer service rep and also worked for a number of years in child development, utilizing her Post-Baccalaureate teaching certificate from Drexel University.
When she is not working here or walking her beloved dog Daisy, Rita enjoys teaching yoga classes at the Beaver County YMCA.
