Our Investment Strategy Group explores the expanding role of alternative investments and how they can enhance portfolio performance. Gain insights into this growing asset class and how it could fit into your investment strategy.
Lancaster Wealth Group of Janney Montgomery Scott LLC
金融服务
Lancaster，PA 6 位关注者
When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
关于我们
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances. We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and recommending financial solutions for every stage of life. Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. Our Facebook page and updates are intended for U.S. residents only. For information about how Janney may use the information you provide, please visit https://www.janney.com/privacy-policy. You can also visit www.Janney.com/socialmedia for more information. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
- 网站
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https://advisor.janney.com/lancasterwealthgroup/
Lancaster Wealth Group of Janney Montgomery Scott LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Lancaster，PA
- 类型
- 私人持股
地点
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主要
获取路线
1650 Crooked Oak Drive
Suite 100
US，PA，Lancaster，17601
动态
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Another great team joins Janney. I’m excited to welcome Duggan Faires Investment Partners, a three-person team formerly with Truist, to our growing Atlanta office. Learn more about the team and their decision to join Janney. Read more: https://bit.ly/3FkG8Fd
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What an honor to be named to the 2025 Forbes Best-in-State Wealth Management Teams for the third year in a row! Today the plaques arrived at our office in Lancaster, and we were filled with gratitude for our teammates and clients. This wouldn't be possible without our clients giving us the opportunity to walk alongside them in their financial journey. Looking forward to another successful year!
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Kevin Reed, President of Janney’s Private Client Group, recently sat down with Tony Sirianni on the AdvisorHub Podcast to discuss Janney’s vision for supporting advisors. Learn about: - Our advisor-first culture and how we provide independence without isolation - How our partnership with KKR strengthens our resources and long-term growth strategy - Our latest investments in technology and practice management resources to help advisors grow - How Janney’s advisor ownership plan gives every advisor a stake in the firm’s success Watch here: https://bit.ly/4hmwA9Y
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Retirement planning isn’t one-size-fits-all, especially for women. Consider factors like longer life expectancy and career breaks to secure a future that matches your goals. Start planning now for the retirement you deserve. Read more: https://bit.ly/41onl34
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A meal is only as good as the people you share it with. Last week we brought some of our clients to a cooking class at Zest in Lititz. We have found that cooking can be a lot like our business. When preparing a meal, it's important that we have the right ingredients. More importantly, we have to know how to use them. Our job is to provide the recipe. We had a great time in this class and learned new tricks along the way. Looking forward to future experiences at Zest!
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Our team is proud to participate in Janney wears Purple Day in support of International Women's Day! We are thankful to the women on our team and in our lives. #AccelerateAction
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