Janney Montgomery Scott LLC is a leading financial services firm that offers personalized wealth management and investment strategies to individuals, families, and businesses. With a presence in Albany, NY, and over 100 offices along the East Coast, Janney has built a reputation for high-touch, relationship-based financial planning. Specializing in comprehensive financial advice, they serve clients through a range of services including retirement planning, estate strategies, investment management, and education funding solutions.

As a member of the NYSE and SIPC, Janney combines the strength and resources of a large financial institution with the personalized service of a boutique firm. What sets Janney apart is its commitment to long-term relationships and client-centric approach, where financial advisors take the time to understand each client’s goals and values. The firm is also known for its community involvement and dedication to financial literacy initiatives. With deep-rooted experience dating back to 1832, Janney continues to be a trusted partner in helping clients build, manage, and preserve their wealth.

Website: https://www.janney.com/?utm_medium=yext&utm_source=gmb

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment advisory and portfolio management
– Estate and legacy planning
– College and education funding strategies
– Insurance and risk management solutions
– Business succession and exit planning
– Tax-efficient investment strategies