Our Qualifications

 

QUALIFICATIONS— WHY CHOOSE ME?

 

I firmly believe that each client's financial needs are unique and ever-changing, and that today's investors are looking for someone who can meet their distinctive goals and objectives by offering customized advice, products and services. I, along with the resources available to me through Janney Montgomery Scott, have helped many individuals and families align their financial plan with their goals and dreams and would love the opportunity to help you achieve the same. By making the choice to work with me, you will experience:

 

  • A mutually respectful relationship where your best interests are always at the forefront of the decision-making process.
  • Clear, easily understood explanations of financial products and services.
  • A comprehensive approach to financial planning with a thorough evaluation of your current financial situation and future goals as the basis for your long-term plan. 
  • Easy access to both myself and the many industry experts supporting me at Janney.
  • Fairly priced, quality investment options, including fee-based alternatives.

 

My goal is to help to secure my client’s financial futures so that they are able to enjoy the comfortable life they spent years working hard for.

 

Joe