Contact your Financial Advisor for:
- Account maintenance & questions, including:
- When you have questions about your account, your statement, or other communications from Janney
- When you want to open a new account
- When you need to make a change to an existing account
- When you move or need to change how we contact you o When you want to change a beneficiary
- When you appoint a professional to handle your accounts on your behalf, such as an accountant or attorney
Significant changes & life events that may impact your accounts, including:
- When you have a change in marital status
- When you relocate
- When you retire or have a change in your job status
- Significant personal milestones or changes in the lives of your family
- When there is a birth or death in your immediate family
- When you start, sell, or close a business