Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin G. Janssen is a Certified Financial Planner and Investment Advisor Representative, currently working with Wescott Financial Advisory Group LLC. Benjamin has been active in the industry since August 2023 and brings diverse experiences, including previous roles at BNY Mellon Wealth Management, Universal Health Services, Inc., PDA, Penn Mutual, and Southern New Hampshire. The advisor specializes in providing financial planning services, asset allocation, family office solutions, and selection of other advisors to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation, family office solution services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
12/07/2023 - Present
Wescott Financial Advisory Group LLC (PHILADELPHIA PA)
Active
Inactive
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