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Our Team
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances. We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Food Drive for Weinberg Regional Food Bank
Grateful for our generous clients and everyone who contributed nearly 200 pounds of food for our Food Drive! We delivered items to the CEO Weinberg Northeast Regional Food Bank serving 5 counties in our area. Our team was enlightened about all the wonderful work the Food Bank does and it was a pleasure to volunteer at their amazing facility. #PeopleHelpingPeople #feedingnepa
Discussing Identity Theft and Check Fraud at Local Community Center
Alex Pucilowski and Patti Betti of Wilson Wealth Advisory Group discussed Preventing Check Fraud and ways to protect yourself from Identity Theft at a local community center on Friday November 10th.
Scranton Area Community Foundation
Laura Ducceschi from the Scranton Area Community Foundation spoke to Janney clients to explain the mission and organized philanthropy of the Foundation
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Janney's Mid-Year Market Update
Join Janney's exclusive seminar where members of Janney's Investment Strategy Group share their views on the current state of the economy and markets, their outlook for the future and what you should know about the potential impact on your portfolio strategy.
Long-Term Care: Perceptions, Realities And Steps You Can Take To Prepare
Please join us for this comprehensive presentation describing the various methods of receiving long-term care along with options and strategies for covering the cost while preserving your assets.
A Medicare Primer: Learn Your Options
With a variety of options and plans available, Medicare can seem overwhelming, particularly if you don't yet know the basics. Join Janney specialists to help you navigate the many considerations, types of coverages and costs for you and your family, to aid you in making informed decisions for your health coverage and financial picture.
Video Library
Secure Act 2.0 Updates
Discussing 5 financial changes for 2024 that may provide retirement savings opportunities.
FAFSA Updates
The Free Application for Federal Student Aid — commonly known as the FAFSA — has been extensively redesigned for the 2024‒2025 school year.
Donor Advised Fund
A Donor Advised Fund (DAF) offers an easy way for a donor to potentially receive immediate tax benefits on future charitable gifts.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 15, 2024
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
In this issue we discuss reduced pessimism toward European equities, real yields, and whether an S&P 500 high is still ahead.
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information