Client Needs & Life Events

Our Financial Advisors can help you plan for all of life's changes.

Planning For Your Financial Goals

We provide a spectrum of advice that can be customized to fit your unique needs and goals.              

How Can Janney Help You?

Managed Accounts

Managed accounts combine the advice and top-notch service of our Financial Advisors, the expertise of professional money managers and ongoing account monitoring from Janney’s Investment Strategy and Wealth Management Professionals. We offer a full range of managed account solutions based on your investment goals, preferred investment style and your need for customization.

Mutual Funds & Exchange Traded Funds (ETFs)

The primary benefit of both mutual funds and ETFs is diversification. By investing in a mutual fund or ETF, you are buying into a diversified portfolio of stocks or bonds to achieve a stated goal, such as growth or income.

Fixed Income & CDs

Fixed income investments can offer a regular source of income and stability which can help balance your portfolio. Whether you are new to bonds or a seasoned investor, your Janney Financial Advisor can coordinate the services of our Fixed Income Specialists and help determine the amount of fixed income exposure that’s appropriate for your needs.

Get Started With Janney

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.