Taxes

• Charitable Giving
  If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs and goals. Explore whether Qualified Charitable Distributions (QCDs) could be a fit for your charitable donation.
• Roth IRA
  Reports contributions (including rollover contributions) to any individual retirement arrangement (IRA), including a SEP, SIMPLE, and Roth IRA; Roth conversions; IRA re-characterizations; and the fair market value (FMV) of the account.

Investment

• Investment Management
  Work with existing Top 100 Team that consists of two Senior FAs and two Private Client Associates.  Learn how they run their practice, including Financial Planning, Social Security Strategies, Estate Planning Strategies, Investment Management, Cash Flow Management, Bucketing Assets, Tax Bracket Management, Client Engagement & Gifting.   Opportunity to build your own practice while you learn and assist with existing 170 household practice that generates $1.4mm year in revenue.    Must be kn...
• Mutual Funds
  From advisory and brokerage services, to investment solutions such as mutual funds, ETFs, stocks, bonds, and alternative investments, we offer a complete range of investment strategies and solutions to meet your needs.
• Bonds
• Wealth Management
  The Senior UMA Trade Specialist will work in Janney’s Wealth Management department as a part of PCG Trading. The Senior Specialist has a deep understanding of how separately managed account (SMA) platforms. and unified managed account (UMA) trading platforms operate. They will be instrumental in helping insource Janney’s UMA trading program with minimal risk and a smooth transition. Once up and running they will be responsible for daily trade implementation and will provide insight on how new...

Planning

• Financial Planning
  A financial plan is not one size fits all, and there’s so much more to financial planning than simply managing your investments. It’s all about connecting your wealth to your life’s goals.
• Annuities
  Do you have enough life or disability coverage to provide for your family? Do you want to explore annuities or long-term care insurance to protect you and your family? We can help.
• Long Term Care
  Healthcare/501(c)3: Continuing care retirement communities, assisted living facilities, nursing homes, long-term care, acute care, specialty care, academic medical centers, and cultural and social service nonprofits
• Asset Management
  We leverage Janney’s seasoned team of financial planners, estate planners, retirement specialists, asset management specialists, and investment strategists and analysts, whenever you need it.
• Charitable Remainder Trusts
  With a Charitable Remainder Trust, you can still enjoy an income stream from the assets you gift to one or more charities.
• Asset Protection