The Cummins Team - Janney Montgomery Scott

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Philadelphia Film Society 2009 Sundance Film Festival 2010
2010 Tax Dates
JMS

JP Cummins is an experienced financial advisor (28 years) at Janney Montgomery Scott LLC, a NYSE Member firm headquartered in Philadelphia, PA. JP, located in the heart of the Main Line, develops and implements strategies designed to help clients achieve their financial goals. Typically clients are referred by important advisors or other clients, and include individuals, families, businesses, legal and medical practices and non-profit organizations. My services are highly personalized and come with confidentiality and the highest level of ethical standards. Guidance is provided in a broad spectrum of investment and financial matters, such as portfolio management, education funding, retirement planning, family wealth transfer and insurance.

MISSION

My goal is to help clients grow and preserve long-term wealth. By designing a personal confidential plan, reviewing asset allocation and paying close attention to taxes and estate issues, my clients can succeed. I suggest using a long-term approach to wealth building, with diversification and asset allocation to reduce risk. I work with clients' legal and tax advisors to promote the team approach. Use my experience and excellent service to help you achieve long-term success.

July 2010 Newsletter

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JMS