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The Wyncote Office

Our mission is to be the highest standard of success in financial relationships. Janney’s mission statement is more than words to the Financial Advisors and support staff of the Wyncote Office. Our focus is on relationships. The creation and nurturing of the client/advisor relationship is at the very foundation of building toward financial success. Success is measured by each individual based on their own vision – it is critical to understand each person’s personal needs and desires in order to create and sustain an investment portfolio that will reach the client's financial objectives. That’s what we do. Our goal is your financial well being. We work with you and, at your request, your outside advisors - CPAs, tax attorneys - to provide you with a well integrated financial support team. Janney specialists and support provide another deep resource that is accessible to all of our clients.

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