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Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
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Financial Planning
Janney Montgomery Scott LLC
1390 Ridgeview Drive, Suite 101
Allentown
,
PA
18104
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John M Olson
610.674.6983 | 610.366.0361 | fax: 610.366.7733
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A FULL SERVICE WEALTH MANAGEMENT FIRM that best serves high net worth families and small business owners with unique estate and financial planning needs. I am a Certified Financial Planner with a Master's Degree in Personal Financial Planning. I work together along with my clients CPA's and Estate Planning Attorneys to develop a life stage based plan to best meet client goals. I strongly believe in the financial planning process and see my advisory-based relationship-oriented business model to be paramount in our future successes together.
Member Since: 2004
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(
Date
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11/25/2024
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Upper Bucks County
Live & Work
Visit
Community Calendar
Business Directory
About Us
Our Team
Board of Directors
Committees
History
Subscribe to UBCC Newsletter
Membership
Membership Application
Business Directory
Member Benefits
Getting Involved
Membership Questions
Member Login
News & Events
Chamber Calendar
Chamber News
Community Calendar
Our Community
Advocacy
Photo Gallery
Resources
WORKFORCE
>
Metalworking Training Program
Online Training
Starting Up
Expanding
Business Directory
Coupons
Clay Shoot
FOODIE
BLOG
JOB BANK