Janney Montgomery Scott

Financial advisors provide personalized planning and investment guidance, working with clients to understand their goals and develop strategies that can evolve with their lives. Services address retirement assets, education savings, multigenerational wealth, and the financial needs of business owners. For businesses, Janney offers guidance through growth, liquidity, and succession. Advisors draw on support from planning teams and technology, with resources that include market commentary and educational insights. The firm is privately held and traces its roots to 1832. It serves clients through offices across 21 states, including its Philadelphia presence. Business succession planning is a specialty for owners preparing for changes in their company's future.