This week, our team is moving to a brand new office located at 40 Wight Ave, Suite 510, Hunt Valley, MD 21030, but our contact information will remain the same. We’re thrilled to be in this new space and look forward to hosting our clients here in the near future! Please reach out to us if you’d like to schedule a time to meet.
Tips for Leveraging 529 Education Savings Plans
With the costs of college rising as much as 5% per year, the time to start saving and planning for a child’s education is now. If you’re a parent or grandparent, a 529 plan can be a great saving’s vehicle that also offers tax advantages. Read this article for some of a 529 plan’s key benefits.
Data Security at Janney
Protecting the privacy and security of your financial and personal information is a top priority at Janney. It’s part of our mission “to be the highest standard in financial relationships.” We’ve based our comprehensive information security and privacy program on industry and international business best practices. Read this article to learn more.
Scheinker Legacy Wealth Advisors is growing! We’re excited to announce the addition of two new team members in our ongoing effort to provide superior service to our clients. Michael Adler, Account Executive will bring experience and focus to the areas of equity trading, model monitoring, money manager monitoring and 401k engagement. Laura Snyder, Registered Private Client Associate, comes to us with an extensive background within the financial services industry. Please join us in welcoming them!
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Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC, a Registered Investment Adviser.
This website is only intended for clients and interested investors residing in states in which the Financial Advisor is registered. Janney Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed. Not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA Brokercheck at https://brokercheck.finra.org/ to verify a Financial Advisors registration information.
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.