Home page hero banner
Helping you Navigate your Financial Future
Helping you Navigate your Financial Future
![hero-img Hero Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/952/80b691751e1049bbbb2f5faa1576e557.png)
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.
... 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.
![Frequently Asked Questions Who We Are Card Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/cf1034a33c144e2488c991ccb200c231.jpg)
Frequently Asked Questions
All of your questions, answered!
![Our History Who We Are Card Image](/sites/default/files/2022-11/History.jpg)
Our History
Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first.
![Wealth Management Who We Are Card Image](/sites/default/files/2022-11/Wealth%20Management.jpg)
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
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.
![Cookies and Cocoa Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/a697e4ff356f416381faf1fee6819dd6.png)
Cookies and Cocoa
On Friday November 24th, 2023, Janney's Toms River Branch hosted an event where clients, family and friends were able to bring their kids or grandkids to the office to get their picture taken with Santa and Mrs. Clause, enjoy sweet treats and celebrate holiday cheer in good company. Every child even left with a personalized goodie bag from Santa.
![Shredding Day Event 2023 Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f1ee1b51cfcf4bdf9f21e2eeed0aa148.png)
Shredding Day Event 2023
On August 5th, 2023, Janney's Toms River Branch hosted a Shredding Day Event, where clients and friends brought their confidential documents for safe and secure shredding. Clients enjoyed refreshments, casual conversation and the musical entertainment of former Satellite Branch Manager Roy Rachlin and current Satellite Branch Manager Jim Rachlin.
![Lions, Tigers & Beers Festival 2023 Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/6502bccc152b46829fb35ee3437a1401.jpeg)
Lions, Tigers & Beers Festival 2023
On Saturday June 10th, 2023, Janney's Toms River, NJ Branch was grateful to have the opportunity to volunteer at the Second Annual Lions, Tigers & Beers Festival at The Popcorn Park Animal Refuge. This year more than 700 people gathered to enjoy tastings of local craft beer, wine and custom cocktails while strolling the animal refuge all for a good cause.
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.
![Recent Event: Janney's 2024 Mid-Year Market Update Event Image](/sites/default/files/2024-05/PCG%20-%20June%20Market%20Update%20Virtual%20Seminar%20Image%20-%201033451-0323.jpg)
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
![Recent Event: Cybersecurity Event Image](/sites/default/files/2024-03/iStock-1279862993.jpg)
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
![Recent Event: Tax & Estate Planning Event Image](/sites/default/files/2023-09/PCG%20-%20Oct%20Tax%20%26%20Estate%20Planning%20Virtual%20Event%20-%20Web%20-%201169974-0823.jpg)
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Video Resources
![Asset Consolidation News Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/bc30d8b41eba4ae0b10ea961f4967092.png)
Asset Consolidation
The Advantages of Asset Consolidation
![Financial Planning News Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/96fb5ed2056f4eb09f9ca20a51c277db.png)
Financial Planning
What is Financial Planning?
![Emergency Fund News Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/1a0ef22895f94a2997bb7e51a143b9fa.png)
Emergency Fund
How much money should you keep in a savings account for emergencies?
Our Designations
![CERTIFIED FINANCIAL PLANNER™ News Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0453de482e0e4fd5a07bec5ec35f950a.jpg)
CERTIFIED FINANCIAL PLANNER™
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
![Chartered Financial Consultant® News Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0b794dc0a40c450eba6f95eefb7c2ca0.jpg)
Chartered Financial Consultant®
Those who earned the ChFC® designation are understood to be knowledgeable in areas such as financial planning, including insurance, taxation, retirement, and estate planning. It also addresses advanced areas such as behavioral finance, non-traditional family structures, and small business planning.
![Accredited Investment Fiduciary® News Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/d564334c27c8428da40504014f25e7b3.png)
Accredited Investment Fiduciary®
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 02, 2024
![recent-update-card-img Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
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 03, 2024
![recent-update-card-img Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
The Family Conversation on College Planning
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.
May 15, 2024
![recent-update-card-img Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b99ed798dc6e44d6954d300053b1a9e1.jpg)
Janney's 2024 Mid-Year Market Update
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
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
![July Investment Perspectives Research Photo](/sites/default/files/2024-07/iStock-1182811599.jpg)
July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
![Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts Research Photo](/sites/default/files/2024-07/status-and-investment-implications-of-infrastructure-clean-energy-and-semiconductor-spending-acts---web.jpg)
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
![Here’s What You Can Do to Prevent Check Fraud Research Photo](/sites/default/files/2024-07/iStock-865527674.jpg)
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information