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Paul Aris, CFA®
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
In this issue we discuss reduced pessimism toward European equities, real yields, and whether an S&P 500 high is still ahead.
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information