The McNamara Investment Group of Janney Montgomery Scott LLC

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Canonsburg, PA
The McNamara Investment Group of Janney Montgomery Scott LLC

We help individuals, families and retirees plan for life's many stages. We serve clients nationwide, many of whom have ties to the South Hills of Pittsburgh.

We combine experience with a fresh perspective and a modern approach to financial planning.

09/08/2026

You have spent your career building the lead.

But as you enter the retirement red zone, the game begins to change. The focus is no longer only on accumulating more—it is also about turning what you have built into sustainable income, managing risk and maintaining flexibility throughout retirement.

That requires a plan for more than your investments.

Reaching retirement is an important milestone. Remaining confident throughout retirement requires an entirely different playbook.

You’ve worked hard to build the lead. Let’s create a plan designed to help you protect it.

📞Call/Text: (724) 888-5684
📧 Email: [email protected]

For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

09/07/2026

America was built through hard work, determination and the belief that each generation could create a better future for the next.

This Labor Day, we honor those whose labor helped build our great nation and express our appreciation for everyone who continues to keep it moving forward.

Happy Labor Day from The McNamara Investment Group!

08/24/2026

🎓🔧📜 There is more than one path to a successful future—and education planning should be flexible enough to recognize that.

529 accounts are no longer focused solely on a traditional four-year college experience. Depending on eligibility and applicable rules, funds may help pay for:

🏫 College, university or vocational education
🛠️ Registered apprenticeship expenses
📋 Certain professional and occupational credential programs
💻 Required books, supplies, equipment and technology
💳 A limited amount of qualified student-loan debt

Did you know that a 529 account may also help with education expenses BEFORE college begins?

Your child or grandchild may not know exactly where the road leads yet, but that doesn’t mean you can’t start preparing for the journey.

Let’s create an education strategy with room for their goals to evolve.

📞 Call/Text: (724) 888-5684
✉️ [email protected]

For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

08/19/2026

A lot can change between January and now.

Maybe you received a raise, changed jobs, paid off a major expense or found that your monthly budget is a little tighter than expected. Whatever the case, the retirement contribution percentage you selected at the beginning of the year may no longer be the right number today.

A retirement contribution review can help determine whether you are on pace to reach your savings goal, receiving your full employer match and contributing an amount that still makes sense for your current circumstances.

Making a small adjustment now may be much easier than making a large one in December.

Let’s review where you stand and what—if anything—should change before year-end.

📞 Call/Text: (724) 888-5684
📧 Email: [email protected]

For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

08/04/2026

An estate plan is about more than deciding who receives what. It's an opportunity to provide clarity, direction and reassurance to the people you care about most.

Reviewing your estate plan—and making sure your accounts, beneficiaries and financial strategy support it—can help ensure your wishes are understood and carried out.

Our team does not prepare legal documents or provide legal advice, but we can help review the financial components of your plan, identify potential coordination issues and work alongside your estate planning attorney and other trusted professionals.

Let's talk about the steps you can take today to provide greater clarity for tomorrow.

📞 Call/Text: (724) 888-5684
📧 Email: [email protected]

For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

07/27/2026

Not sure if your retirement plan is still on track?

You are not alone. EBRI’s latest Retirement Confidence Survey shows retirement confidence has declined (https://bit.ly/4bcY2a1).

The best way to fight uncertainty is with clarity.

Let our team help answer the question: “Am I still on track?”

📞Call/Text: (724)888-5684
📧[email protected]

For important information about Janney and your best interests, see www.janney.com/crs.

07/21/2026

Summer travel reminder ✈️

Before you leave, review more than your packing list:

✅Life insurance
✅Disability coverage
✅Beneficiary designations
✅Emergency contacts
✅Key documents

Travel is more enjoyable when you know the important pieces of your plan are in order.

Not sure where to start? Visit https://bit.ly/4pw2Tcd to begin a summer protection review with our team!

Disclaimer: For important information about Janney and your best interests, see www.janney.com/crs.

07/16/2026

Summer reminder: tax planning is not just a year-end project.

By reviewing your tax picture now, you still have time to make changes before December 31.

A little planning today can help avoid a lot of stress later. Visit https://bit.ly/4f7m4po to review your plan now so April feels a little less surprising.

Disclaimer: Janney Montgomery Scott LLC, its affiliates, and its employees are not in the business of providing tax, regulatory, accounting, or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any taxpayer for the purpose of avoiding tax penalties. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor. For important information about Janney and your best interests, see www.janney.com/crs.

07/08/2026

Summer travel reminder ✈️

Before you leave:

✔️Avoid unknown public Wi-Fi for sensitive transactions
✔️Use your own charger or portable battery
✔️Carry only the cards you need
✔️Back up credit card and ID information securely (via Janney's Document Vault)
✔️Keep copies of important travel documents

A few minutes of planning can save a lot of stress later.

07/04/2026

Nearly 250 years of independence.

Countless stories of courage, sacrifice, progress and promise.

This Fourth of July, we pause to celebrate our country and the freedoms we’re fortunate to share.

Happy Independence Day from our team at The McNamara Investment Group. 🎇

Address

375 Southpointe Boulevard , Suite 400
Canonsburg, PA
15317

Telephone

+17247433301

Website

https://advisor.janney.com/themcnamarainvestmentgroup

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