Question 1

What is the company's focus?

Accepted Answer

The Mystic Harbor Group focuses on helping clients at all stages of life, from just starting out to nearing retirement and beyond, to reach their financial goals and true success as they define it. The team provides customized plans and recommendations for retirement planning, trust & estate planning, wealth transfer, philanthropic giving, business sale & succession planning, and more.

Question 2

What services does the Mystic Harbor Group offer?

Accepted Answer

The Mystic Harbor Group offers a range of financial services, including retirement planning, trust & estate planning, wealth transfer strategies, philanthropic giving guidance, business sale & succession planning, and corporate stock plans. The team works to develop a customized plan to help each client reach their unique definition of success.

Question 3

How can clients access their account information?

Accepted Answer

Clients of the Mystic Harbor Group can conveniently and securely access their Janney account information using the online client portal, which is available on both desktop and mobile devices.

Question 4

What is the company's approach to financial planning?

Accepted Answer

The Mystic Harbor Group takes a holistic approach to financial planning, recognizing that true success is not only about one's finances, but also the relationships, interests, and goals that bring joy and meaning to one's life. The team works to develop a customized plan that aligns with each client's unique definition of success.

Mystic Harbor Group of Janney Montgomery Scott

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Frequently Asked Questions about Mystic Harbor Group of Janney Montgomery Scott

What is the company's focus?

What services does the Mystic Harbor Group offer?

How can clients access their account information?

What is the company's approach to financial planning?

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