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.

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.

Cheers to a fresh start in 2026! Wishing you a year ahead filled with happiness, growth, and prosperity.
01/02/2026

Cheers to a fresh start in 2026! Wishing you a year ahead filled with happiness, growth, and prosperity.

May your Christmas be filled with joy, love, and cherished moments.
12/25/2025

May your Christmas be filled with joy, love, and cherished moments.

2026 Key Tax Numbers are here. View a comprehensive snapshot of essential 2026 tax reference numbers by visiting the lin...
12/18/2025

2026 Key Tax Numbers are here. View a comprehensive snapshot of essential 2026 tax reference numbers by visiting the link below:

https://bit.ly/4qhwwNE

Wishing you and your loved ones a happy and healthy holiday season.
12/11/2025

Wishing you and your loved ones a happy and healthy holiday season.

Wishing you a Thanksgiving full of warmth, happiness, and moments of gratitude with loved ones.
11/27/2025

Wishing you a Thanksgiving full of warmth, happiness, and moments of gratitude with loved ones.

Estate planning is more than paperwork. It’s a conversation. Open dialogue with loved ones helps ensure your wishes are ...
10/23/2025

Estate planning is more than paperwork. It’s a conversation.

Open dialogue with loved ones helps ensure your wishes are understood and your legacy is preserved.

Learn how to approach the conversation with clarity and care: https://bit.ly/474Vjhd

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

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