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

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