Individuals & Families

Client Needs & Life Events

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Your future, and the future of your family, is very much dependent on how you manage your income and assets today.
A Janney Financial Advisor can help you develop an investment strategy that can move you toward your financial goals.

Here’s How to Get Started:

Find a Janney Office Location
To begin investing with Janney, use our office locator to search for an office near you. Local Janney staff will schedule an appropriate time and date for you to meet with a Financial Advisor to discuss your situation face-to-face.

What to Expect
The next steps depend on you and your Financial Advisor. Through discussing your financial and life goals, you’ll agree on an appropriate course of action that may include:

  • Specific investment ideas to help maximize your savings and/or income potential
  • Advice on specific goals, such as retirement planning or tax planning
  • A comprehensive financial plan and ongoing asset management

When you make your decision to invest with Janney, we will do the rest of the work, assisting you in opening accounts and transferring your assets. Once you have settled in, you will start to form a relationship with your Financial Advisor through face-to-face meetings and regular communications.

One of the many benefits of working with a Janney Financial Advisor - we will be there to assist you as your life evolves.

Contact your Janney Financial Advisor to get started.