Our Team
Joining Janney in 2005, Bob was attracted by the Firm’s strength and, most importantly, size, which would better allow him to provide his clients with comprehensive financial planning strategies and advice. His professional philosophy is simple: help his clients achieve their investment goals and reach their desired level of financial stability in a patient and prudent manner. With a conservative eye and a focus on individualized service, Bob utilizes strategies that are designed to manage risk while still being in line with each individual's goals and circumstances. . Bob believes that providing superior client service is a top priority. To him, his responsibility as a Financial Advisor goes much farther than simply managing money: it is also to guide his clients toward sound investment decisions that will provide them with peace of mind, no matter what the circumstance. As such, he is committed to providing his clients with prompt and courteous responses to all of their questions and concerns.
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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
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.
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.
Up Next: Janney's Mid-Year Market Update
What’s next for the economy and markets?
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?*
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
May Investment Perspectives
Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.