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Helping you Navigate your Financial Future
Helping you Navigate your Financial Future
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.
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
All of your questions, answered!
Janney has more than 190 years of experience providing comprehensive financial advice and high quality service to individuals, families, corporations, and institutions.
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.
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
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
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
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.
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: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s 2023 Mid-Year Market Update
What’s next for the economy and markets?
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®
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®
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.
Stay up-to-date and in-the know about every aspect of your financial picture.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 03, 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
February Investment Perspectives
In this month’s Investment Perspectives, the Investment Strategy Group discusses how the pursuit of a soft landing continues in the new year and anticipates volatile but trending bond markets. Plus, strong market performance in December points to potential positive results for 2024.
Tax Mailing Schedule
Knowing when you’ll be able to access information you need to prepare your taxes makes the process easier.
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.