Planning Process

Focused on You

No needs are more important than your own. At Janney Montgomery Scott, our client commitment is the same today as it has always been; for over 175 years, we’ve made your needs, your goals, our own.

We don’t simply work for you. We work with you to understand who you are as an individual and as an investor. We help you to define your financial objectives—whether you are an individual or corporate investor—and then use that knowledge to develop, together, an investment plan that addresses today’s needs and tomorrow’s goals.

Janney Montgomery Scott is more than investments—we pride ourselves on being a total financial planning resource. When you join us as a client, you gain access to education, advice, planning and consultation, all with you as its focus. We offer you financial planning, portfolio and wealth management strategies and access to new investment products and opportunities as they arise. We offer the products and services you expect from a large firm. But, unlike larger firms, we provide truly personalized service and accessibility to the expertise and resources of our diverse investment professionals— professionals with extensive experience in such areas as retirement planning, college planning, corporate stock options, estate planning and trust services, to name but a few.

How We work with Clients

Financial goals change over time. By understanding yours, we can better develop a comprehensive plan to address them, today and tomorrow. We work with you to assess your current—and consider your future—needs to help prepare you for whatever potential changes occur in your life. By evaluating your time horizon, risk tolerance and other factors, we can create a plan that meets your short-term needs—and your long-term goals. At Janney, we know that change is inevitable—and, often, good.
As your life changes, so do your financial objectives:

• supporting a growing family
• pursuing new business opportunities
• saving for a child’s education
• providing for long-term health needs
• preparing for retirement
• establishing a wealth transfer and succession plan.

As your trusted advisors, we can help you at every stage of your personal and professional life.

Client Communications

In today’s ever-changing marketplace, communication is critical in order to keep you up-to-date on how current events and policy changes could impact your financial plan. Below are several educational and informational links that can help keep you involved and informed. We welcome your questions and comments – either by phone or email.