Home page hero banner
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.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Summary of The CARES Act
Information regarding the CARES Act
Articles by Ryan Wilson
Insights from Ryan Wilson, examining market conditions, investment strategy, and financial advice.
How We Help Our Clients
We work closely with each client to create an individual plan for their financial future. These videos explain the process.
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.
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
Boys & Girls Clubs of NEPA Golf Tourney
Janney was a proud sponsor of the Boys & Girls Clubs of NEPA Golf Tournament. Wonderful event supporting the children of NEPA communities. #Janney #BoysandGirlsClubsofNEPA
North Pocono Public Library Golf Tournament
Janney was a proud sponsor of the 3rd Annual North Pocono Public Library Golf Tournament. Great event supporting the wonderful library and its many activities. #NorthPoconoPublicLibrary #Janney
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.
Tax and 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.
Year-End Financial Checklist
Important housekeeping items will be discussed that can impact your portfolio and taxes followed by a Q&A segment. Key tax numbers and some considerations for year-end tax planning will also be covered.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 16, 2023
Tax & Estate Planning Virtual Seminar
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.
Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What Is Your Risk Tolerance Level?
Tips on gauging your risk tolerance level
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.