Our Team
Our team puts our clients at the center of everything we do to ensure they have a delightful experience. We find it gratifying that many of the people we work with recommend us to their colleagues, family and friends. If you are seeking a different level of customized financial solutions, we invite you to get to know us. It starts with a conversation, building a foundation that helps us get to know you, your family and financial situation. We can offer to work together to deliver investment recommendations designed to specifically address your goals.
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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.
Virtual Meetings
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 – 954.762.4472
Send us an email – jcjackson@janney.com
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.
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.
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Recent Updates
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April 11, 2024
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Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.