Recent Updates

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

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.

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.

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!

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.

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

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.

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!

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

Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”

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.

Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 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.

The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.

Janney's Pittsburgh Complex hosted a Regional Advisory Pricing Workshop for our financial advisors focused on strong pricing of services.

Janney Pittsburgh has experienced and talented support Staff. Meet Chase Alcorn Chase is a highly accomplished Registered Client Relationship Associate who joined Janney's Ligonier office in February 2021, bringing with him a wealth of experience and a strong commitment to client success. With a notable background of two years working alongside a team of financial advisors in Clarion, Pennsylvania, Chase honed his capabilities in face-to-face client interactions, focusing on financial planning and portfolio management. Graduating from Clarion University with a Bachelor's of Science degree in Personal & Corporate Finance and a Minor in Accounting, Chase demonstrated his academic prowess and dedication to his field. Building on his educational foundation, Chase went on to pass several crucial certifications, including the FINRA Series 7 (General Securities), Series 66 (Uniform State Securities), and the Pennsylvania Life, Health, and Disability Insurance Licenses. Furthermore, Chase's commitment to excellence led him to pursue and obtain the prestigious CERTIFIED FINANCIAL PLANNER™️ Professional designation, solidifying his ability to provide comprehensive financial advice tailored to his clients' unique needs and goals. Chase's practice revolves around personalized financial planning, utilizing his keen ability to assess each client's individual circumstances and aspirations. As a Registered Client Relationship Associate, Chase excels in building and nurturing meaningful relationships with clients, offering exceptional support and guidance throughout their financial journeys. Beyond his professional accomplishments, Chase finds fulfillment in his personal life. He resides in Greensburg with his loving wife Emily, their delightful daughters Bella and Blake, and their cherished puppy Miller. In his leisure time, Chase embraces the great outdoors, indulging in hiking adventures with his canine companion. Additionally, he maintains a healthy and active lifestyle through regular exercise. A passionate angler, Chase finds solace and joy in the pursuit of fishing, often returning to the kitchen to share his culinary creations with his beloved family.

What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy. Featuring: Janney’s Investment Strategy Group

Pittsburgh Complex of Janney Montgomery Scott would like to congratulate Financial Advisor, Rob Gleyze. Thank you for 30 years of providing excellent service. We appreciate your hard work and dedication to serving clients!