Our Team
Our approach to understanding you and what you want to accomplish begins with a carefully designed process to uncover not only your needs, goals and challenges, but also the underlying motivation – why and for whom is it important for you to plan and invest?We evaluate your financial situation, including your goals, personal risk tolerance, and current investments, to help you understand your overall asset allocation, exposure to risk and identify any gaps that may exist. We help you plan or prepare for major life events, such as retirement, college for children or grandchildren, potential divorce, the death of a spouse and other life-changing events.Finally, we help you establish a long-term plan for assessing and meeting current and future needs, and then survey the landscape of financial opportunities to find the right allocation and specific investments to fulfill that plan.
... 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.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
Giving back to our community is something that has always been very important to us.
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: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Mobile Check Deposit
In light of the health circumstances, clients have appreciated learning that checks can be deposited to your Janney account from home.
Office Temporarily Closed
Due to the effects of Covid-19, our office location is temporarily closed. During this time, our top priorities are the health and safety of our employees and clients, and that we maintain the service you need during this emotional time.
Meeting Information, Options and Digital Resources
As you are aware, the number of Covid-19 (coronavirus) cases continues to spread. During this time, our top priorities are the health and safety of our employees and clients, and that we maintain the support you need during this emotional time.
Office Information
Phone:
Text:
Toll-free:
Fax:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.