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Our Team
The Heritage Group unites complementary strengths with more than 50 years of combined financial services experience. Each member of The Heritage Group represents the ability to provide high-end value to every client relationship. The Heritage Group focuses on comprehensive wealth management, which includes financial, retirement, insurance and education funding planning. Using their industry knowledge, they work together with their clients to recommend a life cycle planning strategy which is designed to manage their wealth. By establishing a risk tolerance and investment goal profile with each client, they determine the investment strategy best suited to help clients toward achieving those objectives. ... Read more. Read less.
Online Access Client Portal
Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.
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.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.