Seger Wealth Management of Janney Montgomery Scott LLC

Seger Wealth Management of Janney Montgomery Scott LLC When you work with us, it's about going beyond investing. It's about connecting your life and your finances. Our page and updates are intended for U.S.

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. residents only. For information about how Janney may use the infor

mation you provide, please visit http://www.janney.com/privacy-policy. You can also visit www.Janney.com/socialmedia for more information. 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.

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there a...
08/18/2026

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there are several options to consider.

Explore the differences between SEP IRAs, Solo 401(k)s, and Cash Balance Plans to help determine which approach may align with your business and retirement goals: https://bit.ly/4xNjif9

08/11/2026

Missed our recent PlanWise webinar? No problem—click the link to watch the full recording and explore the insights shared during the session.

Summer entertaining made easy! From watermelon salads to zesty ceviche, these no-fuss dishes are a perfect blend of tast...
07/20/2026

Summer entertaining made easy! From watermelon salads to zesty ceviche, these no-fuss dishes are a perfect blend of taste and convenience.

Make meal planning easy by cooking one of these one-pot meals for dinner tonight. From pasta to casserole, this collection has something for everyone.

Exceptional wealth deserves more than a one-size-fits-all approach.   with thoughtful planning tailored to your goals, p...
07/13/2026

Exceptional wealth deserves more than a one-size-fits-all approach. with thoughtful planning tailored to your goals, priorities, and long-term vision. Reach out if you’d like to discuss how your financial strategy can support what’s next: https://bit.ly/4vwdgOO

Whether you're traveling this summer or simply managing more of your financial life online, now is a great time to revie...
07/09/2026

Whether you're traveling this summer or simply managing more of your financial life online, now is a great time to review your password habits. Taking a few minutes today can help reduce your risk tomorrow.

Read more about simple ways to improve your online security.

Passwords remain one of the most common ways scammers gain access to accounts. One of the biggest risks is password reuse: when the same password is used across multiple websites, one compromised account can put others at risk.

04/04/2026
When evaluating retirement and tax planning strategies, it can be helpful to revisit whether a Roth conversion may be wo...
04/02/2026

When evaluating retirement and tax planning strategies, it can be helpful to revisit whether a Roth conversion may be worth considering.

A thoughtful review of your overall financial picture can help support more informed long-term planning. Learn more here: https://bit.ly/4c4nFtm

03/19/2026

Success looks different for everyone—but it usually starts with the same thing: a plan. If you’re ready for more clarity, more confidence, and more purpose—let’s .

For more information, visit: https://bit.ly/3PMLZbn

03/12/2026

Families have a new option to consider when saving for a child’s future. Trump Accounts are expected to become available this year, with specific rules and tax considerations.

Swipe to learn more or visit: https://bit.ly/4lq7ue4

01/12/2026

Janney was proud to partner with the Philadelphia Eagles to surprise two fans with an unforgettable game-day experience, including special access to Janney’s Tunnel Club. Moments like these reflect the shared commitment between Janney and the Eagles to creating meaningful connections and community, on and off the field.

Address

1010 Stony Hill Road, Suite 300
Yardley, PA
19067

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12676854232

Alerts

Be the first to know and let us send you an email when Seger Wealth Management of Janney Montgomery Scott LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Seger Wealth Management of Janney Montgomery Scott LLC:

Shortcuts

Share