Janney Montgomery Scott LLC is a full-service wealth management and financial services firm with a strong presence in New York City and across the U.S. Operating within the financial services industry, Janney offers comprehensive financial planning and investment advisory services tailored to individuals, families, businesses, and institutions. The firm prides itself on a client-first philosophy, delivering personalized strategies grounded in deep market expertise and a commitment to long-term relationships.

As a member of the NYSE and SIPC, Janney maintains a strong reputation for integrity and stability. The NYC Complex team, located on Sixth Avenue, is composed of experienced financial advisors dedicated to helping clients navigate complex financial goals—from retirement planning to wealth preservation. Janney stands out through its emphasis on ongoing advisor education and community involvement, frequently supporting local organizations and charitable causes. Affiliated with the larger Penn Mutual Life Insurance Company, Janney benefits from a deep network of resources while maintaining an independent, client-focused approach.

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

Key Services:

– Comprehensive financial planning
– Investment management and advisory
– Retirement and estate planning
– Wealth transfer and succession planning
– Education funding strategies
– Insurance and risk management solutions
– Business financial services
– Charitable giving and philanthropic planning