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State Directory- Tax Planning
- Estate Taxes
- Tax Services
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- Investment Management
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- Financial PlanningWhen you work with us at Janney, you get the benefit of our team working on YOUR plans for YOUR future. Your success depends on identifying and utilizing investment strategies and financial planning that is specifically recommended to meet your unique needs.
- Retirement PlanningOur local office consists of five financial advisors: Dan Fishbone, John Yount, Katie Ho, Mary Ruth Wilson and Jordan Russell and private client assistants: Laura Labrasca, Jennie Mitchell, and Alicia Tucker. The DuBois Team manages over 750 million dollars of client assets. Collectively, The DuBois Team has over 100 years of experience in a wide range of financial matters including wealth planning, retirement planning, estate planning, education funding planning, and risk planning.
- Asset Management