New York Financial Advisory Group of Janney Montgomery Scott LLC

New York Financial Advisory Group of Janney Montgomery Scott LLC New York Financial Advisory Group Our page and updates are intended for U.S. residents only.

Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. For information about how Janney may use the information you provi

de, please visit http://www.janney.com/privacy-policy. 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.

Don’t forget to register for our exclusive webinar to hear Janney’s Investment Strategy Group’s insights on the current ...
06/11/2025

Don’t forget to register for our exclusive webinar to hear Janney’s Investment Strategy Group’s insights on the current state and what’s next for the economy and markets for the second half of 2025. Learn more and register here: https://bit.ly/3SIwqjs

How will the current economy and markets impact your portfolio? Join our exclusive webinar to get an answer to that ques...
05/30/2025

How will the current economy and markets impact your portfolio? Join our exclusive webinar to get an answer to that question—and many others—as Janney’s Investment Strategy Group presents its Mid-Year Market Update. Don’t miss it! Learn more and register here: https://bit.ly/3FidaWZ

05/21/2025

Join our exclusive webinar to hear Janney’s Investment Strategists’ take on the current state of the economy and markets, inflation, monetary and fiscal policy, and what you should know about the potential impact on your portfolio strategy. Learn more and register here: https://bit.ly/3YUj9Yw

In his Washington Update, Jeff Bush will offer insights to help you navigate the ever-changing landscape emanating from ...
05/14/2025

In his Washington Update, Jeff Bush will offer insights to help you navigate the ever-changing landscape emanating from Washington by providing specific investment, wealth transfer, and retirement planning strategies. Be sure to register for this event now—only those who attend will get access to the post-event recording. Register here: https://bit.ly/4kiDS0e

Get a nonpartisan, comprehensive overview of Washington, D.C. policy, legislation, and regulation from Jeff Bush of The ...
05/06/2025

Get a nonpartisan, comprehensive overview of Washington, D.C. policy, legislation, and regulation from Jeff Bush of The Washington Update, along with strategies to help you plan accordingly to ensure your financial goals stay on track! Please note: only those who register and attend can access the post-event recording. Register here: https://bit.ly/4der1Ks

The changing landscape in our nation’s capital can impact your retirement plans and investment decisions. Jeff Bush of T...
04/29/2025

The changing landscape in our nation’s capital can impact your retirement plans and investment decisions. Jeff Bush of The Washington Update gives a nonpartisan overview of the political factors likely to influence the markets’ reaction and how you can plan to navigate volatility. Only those who register and attend can access the post-event recording, so don’t miss out! Register here: https://bit.ly/44K5sPq

Did you know that under the new FAFSA rules, withdrawals from 529 plans owned by grandparents no longer count against a ...
04/10/2025

Did you know that under the new FAFSA rules, withdrawals from 529 plans owned by grandparents no longer count against a student's overall federal aid eligibility? Read more about how 529 plans may benefit your grandchildren.

When grandparents are given the gift of grandchildren, they are often filled with the desire to do anything they can to help, financially and beyond. In fact, according to the AARP, grandparents spend approximately $179 billion on their grandchildren every year.

Don’t forget to register for our exclusive webinar to hear Retired FBI Special Agent Jeff Lanza discuss critical steps t...
04/09/2025

Don’t forget to register for our exclusive webinar to hear Retired FBI Special Agent Jeff Lanza discuss critical steps to protect yourself and your family from cybercrime and AI’s ever-evolving impact. Register here: https://bit.ly/4j1PN2i

Do you know how to protect yourself? Register for our webinar to hear Retired FBI Special Agent Jeff Lanza discuss cyber...
03/30/2025

Do you know how to protect yourself? Register for our webinar to hear Retired FBI Special Agent Jeff Lanza discuss cybersecurity best practices and what steps you can take if you’re a target. Register here: https://bit.ly/4jfydrA

Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime, AI’s ever-evolving impact, an...
03/20/2025

Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime, AI’s ever-evolving impact, and what you can do to protect yourself. Register here: https://bit.ly/4hoAZcv

Don’t forget to register for our exclusive webinar on financial planning and business succession! Hear Janney thought le...
03/08/2025

Don’t forget to register for our exclusive webinar on financial planning and business succession! Hear Janney thought leaders discuss a comprehensive approach to planning that will allow you to enjoy the benefits of years of hard work and sacrifice. Register here: https://bit.ly/3DqSYBi

If you’re a business owner, preserving and protecting the wealth you’ve built is a priority—it’s essential to get a form...
03/03/2025

If you’re a business owner, preserving and protecting the wealth you’ve built is a priority—it’s essential to get a formal plan in place for the ultimate transition of your company. Attend our exclusive webinar to learn how Janney’s collaborative approach can help address your business’s unique needs. Register here: https://bit.ly/3Xqs4jv

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