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Our mission is to thoroughly understand you, your family, and your assets, and then use this information to determine any areas of issue or concern, identify opportunities and make recommendations to help you reach your goals. We enjoy seeing clients and their families prosper and thrive from one generation to the next.
Our Team
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances. We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
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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.
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.
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.
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.
Food Drive for Weinberg Regional Food Bank
Grateful for our generous clients and everyone who contributed nearly 200 pounds of food for our Food Drive! We delivered items to the CEO Weinberg Northeast Regional Food Bank serving 5 counties in our area. Our team was enlightened about all the wonderful work the Food Bank does and it was a pleasure to volunteer at their amazing facility. #PeopleHelpingPeople #feedingnepa
Discussing Identity Theft and Check Fraud at Local Community Center
Alex Pucilowski and Patti Betti of Wilson Wealth Advisory Group discussed Preventing Check Fraud and ways to protect yourself from Identity Theft at a local community center on Friday November 10th.
Scranton Area Community Foundation
Laura Ducceschi from the Scranton Area Community Foundation spoke to Janney clients to explain the mission and organized philanthropy of the Foundation
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.
4 Keys to Cutting College Costs
Discussing the application and funding process and how to avoid overpaying for college while staying focused on the larger goal of saving for retirement.
Up Next: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Video Library
Secure Act 2.0 Updates
Discussing 5 financial changes for 2024 that may provide retirement savings opportunities.
FAFSA Updates
The Free Application for Federal Student Aid — commonly known as the FAFSA — has been extensively redesigned for the 2024‒2025 school year.
Donor Advised Fund
A Donor Advised Fund (DAF) offers an easy way for a donor to potentially receive immediate tax benefits on future charitable gifts.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 03, 2024
Congratulations to our teammate, Ryan Wilson, on being named to the 2024 Forbes list of Best-In-State Wealth Advisors for a 2nd consecutive year. A very special thanks to our clients for the trust and confidence you place in us each and every day!
March 28, 2024
Congratulations to our teammate Alex Pucilowski, Account Executive, for earning the Chartered Retirement Planning Counselor™️ (CRPC™️) designation for financial professionals who are focused on retirement planning for families. This is just another example of how he puts in the extra effort to help make our clients' retirement dreams a reality. Way to go Alex!!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.