Wishing you joy and warmth on this special day, as we reflect on our blessings and share gratitude.
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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We’re pleased to welcome Financial Advisor Bob Stiles to our Charlotte, North Carolina office. Formerly with Baird, Bob’s addition continues our growth in the region and overall recruiting momentum as advisors continue to seek a firm like Janney, with award-winning resources, advisor-centric culture, and independence to run their practice their way. Read more: https://bit.ly/3ARLndC
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Read the latest Investment Perspectives from our Investment Strategy Group for an in-depth look at the election’s economic impact. Explore how the results could shape economic policies, market outlook, and whether recent gains signal a lasting trend.
November Investment Perspectives (Special Election Edition)
janney.com
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Discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Learn more.
8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity
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Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates for the second consecutive time. Read more about what it means for the market and investors.
A Glidepath
janney.com
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We’re pleased to welcome Butler Private Wealth Group, led by Financial Advisor Paul Butler, to our Bedminster, New Jersey office. Formerly with UBS, Paul brings over 40 years of industry experience to Janney. We look forward to supporting his practice as he continues delivering exceptional service to his clients. Read more: https://bit.ly/48BY2hf
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We’re excited to announce the addition of HD Wealth Partners, a five-person team located in Cincinnati, Ohio and St. Petersburg, Florida. Previously associated with Raymond James, the team brings significant wealth management experience and we’re confident Janney’s full-service platform and comprehensive resources will support them in meeting the unique needs of their clients.
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We’re pleased to announce the addition of Markley Beckley Wealth Advisor, a six-person team previously associated with LPL, to Janney’s Buckeye Complex. The team joins our new office in Cambridge, Ohio, Janney’s ninth location in the state and second new office the complex has opened in October. Janney continues to be a destination for independent-minded advisors seeking an entrepreneurial culture with the resources of a large firm.
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