Individuals & Families

Solutions & Products

Overview

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With open access to a wide universe of investments, your Janney Financial Advisor can construct a diversified portfolio that is right for your needs.

Managed Accounts

For investors seeking a customized investment solution that offers ongoing professional money management from a team of investment professionals, a managed account may be the right choice.

 
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 are an important part of an asset allocation strategy that can help assist investors in achieving their personal financial objectives.

 
Equities & Research

Your Janney Financial Advisor can help take the guesswork out of building a diversified stock portfolio through access to our proprietary research on over 300 companies and a wide selection of equity solutions.

 
Annuities & Insurance

From retirement income to protecting your assets and family, annuities and insurance can play a key role in your overall financial plan.

 
Retirement Plan Services

Janney Retirement Plan Services has been providing objective retirement plan and investment consulting for over 30 years. We offer customized solutions, practical insights, and access to an abundance of valuable tools and resources.

 
Janney Cash Management Services

Janney Cash Management Services offers you a choice of interest-bearing money market accounts and convenient access to your cash through an optional Janney Advantage® Account.

 

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