Welcome

As an experienced team of financial professionals at Janney Montgomery Scott LLC, a New York Stock Exchange Member firm with roots dating to 1832, we advise individuals, families, business enterprises, not-for-profit organizations and Retirement Plans (401k, 403b, 457, Defined Benefit, ESOP, and small business).  

Our mission is to deliver prudent, personalized investment and financial planning advice that assists our clients in achieving their financial goals.  Our clients seek consolidated and comprehensive management solutions, objective advice, fee transparency and superior service.  

We provide guidance on a wide array of investment and financial matters

  • Investment Management
  • Retirement Income Planning
  • Wealth Management & Estate Planning
  • Asset Protection from the Risks of Life
  • Survivor Lifestyle Protection
  • Education Funding

We work closely with our firm’s specialists who have significant experience in complex financial planning techniques, qualified and non-qualified retirement plan implementation, and wealth transfer strategies. 

                                        Please click the images below for more information

Retirement Resources                      Wealth Management Resources
                 

 

 

 

Financial & Estate Planning

 

 

Women & Investing       
Resources

 

 

          Social Security  
     Health Care Reform

 

 

 

Janney Retirement Plan Services:
Fiduciaries

 

 

401(k) / 403(b):
Participants

 

 

Small Business Retirement Plans / IRAs