News and Commentary

We are honored to announce our very own Carrie Jarmer has been named to 2026 AdvisorHub Top 100 Women to Watch List! 🏆 “We are proud to celebrate Carrie on being named to the 2026 AdvisorHub Women to Watch list. This achievement demonstrates her dedication to helping clients reach their goals and the high standards she brings to her practice every day." - Kevin Reed, President of Janney’s Private Client Group. For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.

Welcoming Greg Manara, CFP®️, Senior Financial Planner to Our Team! Greg joins the team with over 25 years of financial services experience with Legg Mason, Merrill Lynch, Charles Schwab, and Fidelity. He has extensive experience advising individuals and families on retirement planning, tax planning, social security, charitable giving, and wealth transfer strategy. As a Senior Financial Planner, Greg will help our team provide clients with timely and personalized wealth management advice. Mostly importantly, Greg puts the needs of clients first. We believe his integrity, knowledge, and client-focused approach will strengthen the advice and service we strive to provide each of our clients. We are excited for you to meet Greg and look forward to the opportunities ahead with him on board! Thank you for your continued trust in our team!