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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.
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.
Cybersecurity Best Practices
IS YOUR DATA PROTECTED?
Simple Safeguards: How to Stay Safe from Identity Theft and Cybercrime
Retired FBI Special Agent Jeff Lanza will present his popular webinar on how to protect yourself from the latest trends in 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.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Video Library
FAFSA Video
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.
What Is Your Risk Tolerance Level?
Tips on gauging your risk tolerance.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 19, 2024
Wilson Wealth Advisory Group (WWAG) welcomes Financial Advisor, Mark Santaniello to our team! While cultivating new client relationships, Mark follows the WWAG process to help his clients realize the full potential of their wealth.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
March Investment Perspectives
In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.
Tax Mailing Schedule
Knowing when you’ll be able to access information you need to prepare your taxes makes the process easier.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
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