Gormley Furlong Wealth Advisory Group is proud to announce they have joined the Newtown/Yardley, PA office of Janney Mon
We are pleased to announce our new affiliation as the Gormley Furlong Wealth Advisory Group with Janney Montgomery Scott in their Yardley, PA office. After careful consideration and due diligence, our entire team has decided to join Janney, where we look forward to providing you with the personalized level of service and support that you have come to expect from us.
As you may know, our team has grown substantially over the past few years as a direct consequence of our desire to continuously meet and, hopefully, exceed your expectations. Janney Montgomery Scott's combination of personal service and comprehensive range of investment options will permit us to address more of your investment needs and significantly enhance the range of services we can provide.We look forward to leveraging Janney's industry-leading expertise for your benefit.
Headquartered in Philadelphia, Janney Montgomery Scott is a regional firm that is well-capitalized with more than 750 advisors in over 100 offices nationwide and offers the scale and latest advancements in technology required to meet the growing needs of our clients. While perhaps not as large as other major investment firms, Janney fosters a stronger, more intimate culture, which is the byproduct of a smaller firm. The following bullets outline just a few notable characteristics of our new firm:
Janney has a rich history and long-standing reputation for excellence in the investment community - having celebrated its 185th anniversary in 2017. Strength, integrity and commitment to client service have brought this firm to where it is today.
Janney has structured itself to be immediately responsive to clients' needs - all levels of Janney's staff are easily accessible and possess a willingness and enthusiasm to help.
Janney is an industry leader in providing research, trading execution, wealth management, trust services and financial planning to individuals, businesses, and local government entities.
During our tenures as advisors, we've aspired to provide a superior level of client services with the highest level of passion for our clients and their long-term goals. We genuinely believe our move to Janney will enhance our ability to serve your growing needs.
We are proud of the long-term relationships that we've built with our clients, many of which have lasted for generations. These relationships have expanded beyond business - we consider you all friends and are deeply committed to you and your families. Thank you for your loyalty, and we sincerely hope to continue to serve you at our new home at Janney Montgomery Scott.
If you have any questions, please call our office at 267.751.3010 or 800.875.8407.
Sincerely,
Timothy P. Gormley, CFP®
Executive Vice President/Wealth Management
Paul M. Furlong
Executive Vice President/Wealth Management
Kevin M. Keane, AIF®, AAMS®
Vice President / Wealth Management
Kathleen M. Zelenka
Vice President / Wealth Management
FINRA Publication: Issues to consider when your broker changes firms Janney's responses to FINRA's education piece "Issues to consider when your broker changes firms."
