Our Team
With over six decades of industry experience, we strive to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation, and wealth distribution. Learn more about our team below.
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
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.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
Office Information
Address:
Phone:
Email:
New Haven, CT
Phone:
203.752.2163
Email:
juyeki@janney.com
Mystic, CT
Phone:
860.245.2098
Email:
jmelliott@janney.com
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.