Question 1

What services does the company offer?

Accepted Answer

The company offers comprehensive financial planning resources, providing access to education, advice, planning, and consultation. They take a customized approach to understanding the client's needs and goals, and aligning investment strategies to help meet those goals.

Question 2

Who does the company serve?

Accepted Answer

The company serves clients in all stages of life, whether they are just starting out, in their peak earning years, nearing retirement, or contemplating their legacy. They aim to connect the client's life and finances to provide the best possible service.

Question 3

What is the company's approach to client relationships?

Accepted Answer

The company doesn't simply work for the client, but works with the client to understand them as an individual and as an investor. Their mission is to help the client define their financial objectives and develop a tailored plan that fits their unique needs and preferences.

Question 4

What are the company's areas of expertise?

Accepted Answer

The company has a depth of knowledge and experience, combined with the firm's capabilities and resources, which enable them to provide high-quality service and offer advice and financial solutions for every stage of life.

Question 5

How can clients contact the company?

Accepted Answer

Clients can contact the company at the Rhode Island Complex, which can be reached at

Janney Montgomery Scott

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About Janney Montgomery Scott

Frequently Asked Questions about Janney Montgomery Scott

What services does the company offer?

Who does the company serve?

What is the company's approach to client relationships?

What are the company's areas of expertise?

How can clients contact the company?

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