AN EXPERIENCED WEALTH MANAGEMENT TEAM YOU CAN TRUST...FOR ALL GENERATIONS
Havener Financial Group of Janney Montgomery Scott delivers the highest quality of service and advice to their clients – individual investors, families, retirees, business owners, corporate executives and foundations.
The team is dedicated to helping clients achieve their financial goals. Along with the resources available at Janney, Havener Financial Group provides their clients with a wide array of wealth management solutions, including investment management and strategic financial planning as well as retirement planning. The team is dedicated to leaving our clients with a legacy of achievement through a relationship built on trust and success.
The accumulation, growth, and protection of wealth from generation-to-generation needs to be at the forefront of your investment plan. Havener Financial Group’s services extend far beyond customizing an investment strategy. It is their goal to help their clients protect your family’s assets and leave a legacy of achievement. They are extremely proud that many of their client relationships extends back over several decades, and in quite a few instances, span as many as four generations of family members.
If you have any questions, please contact me at 941.366.8209 or call any member of the team at 941.366.8013 or 877.643.5871 toll free. You can also email me at firstname.lastname@example.org.
*The Havener Financial Group provides complimentary investor education programs without a sales pitch to local organizations and civic groups. If you are a part of a group that could benefit from an educational speaker, please contact us at 941.366.8013 or click here.