For our clients and prospective clients who prefer to meet via conference call or video call, we can host meetings virtually via Webex, a secure online conferencing service.
For existing clients, we can conduct full portfolio reviews and financial planning meetings.
For prospective clients, we can do a complimentary stress test on your portfolio and conduct a financial or retirement plan, at no cost or obligation.
It's a very simple process: once a meeting date/time is established, we will email you a Webex link that you click on and you'll be taken directly into the virtual meeting. Webex is a safe and secure way to have virtual meetings.
How can we help?
Give us a call – 860.245.2070
Send us an email – seaportwm@janney.com
