Consulting Services

Janney Montgomery Scott LLC provides comprehensive consulting services that can be customized to focus on specific areas of your financial program.

These Consulting Services include:

• Retirement Planning

• Fixed Income

• Corporate Services

• Municipal Bonds

• Qualified Plans

• Non-Qualified Plans

• Wealth Management

• Financial Planning

• Asset Management

• Cash Management

• Mutual Funds

• College Funding

• Long Term Care Insurance

• Life Insurance

• Business Planning

• Philanthropic Services

This website is only intended for clients and interested investors residing in states in which the Financial Advisor is registered. Janney Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed. Not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA Brokercheck at https://brokercheck.finra.org/ to verify a Financial Advisors registration information.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Mark Kelley’s registered trademark is not a registered Janney trademark and is not indicative of any Janney product or service.

© 2024 Janney Montgomery Scott LLC. All Rights Reserved.
Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser. Member NYSE, FINRA, SIPC.

Consulting Services

About Us