Janney Montgomery Scott
Corporate Office
Why pick this one
Janney Montgomery Scott connects clients with advisors across 130 offices in 21 states and provides retirement, estate, business, and wealth planning.
Best for
- retirement savings and income planning
- growing and diversifying investment wealth
- business growth, liquidity, and succession planning
- multigenerational wealth transfer
- education funding for children or grandchildren
- estate, legacy, philanthropic, and asset protection planning
Specialties
- retirement planning
- wealth planning
- education planning
- estate and legacy planning
- household and cash flow planning
- business planning
- philanthropic planning
- asset protection planning
Certifications
- FINRA member firm
What makes them different
- Approximately $200 billion in client assets under advisement
- 130 offices across 21 states
- 900+ financial advisors
- Advisor matching based on a client's financial situation and goals
- Planning combines advisor expertise, a planning team, and technology
- Years in business
- 190+
Distilled from this business's own website.
Contact & Location
- Address
- 701 Green Valley Rd Ste 301, Greensboro, NC 27408
- Phone
- 3365103300
- Website
- https://www.janney.com/?utm_medium=yext&utm_source=bing
Services
- financial planning
- wealth management
- investment planning
- retirement income planning
- business succession planning
- education funding planning
- estate planning
- cash flow planning