Our team can offer a comprehensive mix of investment income, liability, insurance, and cash management financial products in order to respond to individual client needs. With an understanding of your goals, we are able to use these instruments in the recommendations we make to you:

• Managed Discretionary Portfolios
• Domestic Equites (Stocks)
• International Equities (Stocks)
• Stock Options
• Exchange Traded Funds (ETFs)
• Exchange Traded Notes (ETNs)
• Convertible Securities
• Preferred Securities
• Municipal Bonds
• Corporate Bonds
• International Bonds
• Initial Public Offerings (IPOs)*
• Unit Investment Trusts (UITs)
• Mutual Funds
• Alternative Investments
• Variable Universal Life Insurance
• Whole Life Insurance
• Term Life Insurance
• Long-Term Care Insurance
• Variable & Fixed Annuities
• Certificates of Deposit (CDs)
• United States Treasuries
• Treasury Inflation Protected Securities (TIPs)
• Money Market Funds
• Mortgage Financing

LET’S HAVE THE CONVERSATION...

Disclosures

Each client's plan is unique. A representative list of advice and solutions we can provide, if appropriate and relevant to your situation, are listed above.

*Janney requires client certification for IPO eligibility. IPOs may not be available for all clients.