Janney Montgomery Scott
Financial Advising
Why pick this one
Janney Montgomery Scott offers customized financial planning, college funding, and business retirement plan solutions through Harlon Neal in Goldsboro, NC.
Best for
- customized financial planning for different life stages
- businesses seeking retirement plan solutions
- families planning and funding college expenses
- clients seeking retirement or legacy planning
- clients wanting online access to Janney accounts
Specialties
- business retirement plans
- college saving and funding plans
- personalized financial planning
Certifications
- CRPC®
- CLTC®
What makes them different
- Harlon Neal holds CRPC® and CLTC® designations
- Offers customized financial planning aligned with individual goals and preferences
- Provides business retirement plan solutions for organizations and employees
- Provides secure Janney account access through desktop and mobile client portals
- Offers financial education and events including market updates and a Medicare primer
- Serves
- Goldsboro
Distilled from this business's own website.
Contact & Location
- Address
- 204 Malloy St Ste b, Goldsboro, NC 27534
- Phone
- +19197787074
- Website
- http://HarlonNeal.com/
- hneal@janney.com
Services
- financial planning
- wealth management
- retirement planning
- college funding planning
- business retirement plan consulting