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It is with great pleasure that we inform you of our new affiliation with one of the nation’s most prestigious investment firms, Janney Montgomery Scott LLC (Janney), at its branch office in Ponte Vedra, FL.
When you work with Janney, it’s about going beyond investing. It’s about connecting your life and your finances. As a part of a full-service Firm, we can provide access to everything you need to best execute your financial plan, helping you through each step toward achieving your financial goals. You want to feel confident that the wealth management firm you choose will be there over the long run to support your financial goals, in every market condition, through every stage of your life. Janney’s size makes us approachable, accessible, and accountable.
A Focus on You
We are committed to putting your needs first and offering you trustworthy, customized, and accessible financial and investment services fit for your needs. Several considerations played a key role in our decision to join Janney. Primarily, the Firm offers a comprehensive range of financial planning services, along with high quality investment solutions and a support team of specialists for all of your wealth needs. Janney has structured itself to be immediately responsive to clients’ needs and all levels of Janney’s staff are easily accessible and possess a willingness and enthusiasm to help.
Janney has a long and rich tradition of stability built on a foundation of drive, determination, and exemplary service and advice. A great deal of this success can be directly attributed to the ethics, values, and accountability to both our clients and our communities of Janney professionals. Janney serves individual and institutional clients through more than 120 branch offices. Janney is an industry leader in providing financial planning, research, trading execution, wealth management, and trust services to individuals, businesses, and local government entities.
Strength and Stability
You need to feel confident that the wealth management firm you choose will be there over the long run to support your financial goals. You want a firm you can turn to in every market condition, through the various stages of your life—and quite possibly for generations to come.
Janney delivers by putting clients at the center of everything we do. Our almost 200-year history of helping clients design a plan with their financial goals in mind shows an enduring stability and consistent approach. It’s a legacy you won’t find at most other wealth management firms. Learn more about how our pillars of stability support your relationship with us.
Click here to view our brochure.
