Matthew J. Levy of Janney Montgomery Scott

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Matthew J. Levy of Janney Montgomery Scott

No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you.

Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. Our page and updates are intended for U.S. residents only

. For information about how Janney may use the information you provide, please visit http://www.janney.com/privacy-policy. You can also visit www.Janney.com/socialmedia for more information. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on 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.

08/24/2022

https://www.advisorhub.com/hidden-price-of-no-fee-trading-34-billion-a-year-study-says/?utm_medium=email&utm_campaign=NL%206AM%20AUG%20824&utm_content=NL%206AM%20AUG%20824+CID_de1da7b658206af06271368f0b918e57&utm_source=CampaignMonitor&utm_term=Hidden%20Price%20of%20No-Fee%20Trading%2034%20Billion%20a%20Year%20Study%20Says

Last year, five US professors opened two brokerage accounts and placed identical orders to test an algorithm.

04/01/2021

The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease in the established limit in 2026, here are a few strategies to leverage this unique situation through tax-efficient wealth transfer.

The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease in the established limit in 2026, we’re taking a look at a few strategies for consideration, in order to leverage this unique situation through tax-efficient wealth transfer.

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2315 North Susquehanna Trail Suite A
York, PA
17404

Telephone

+17177792755

Website

https://advisor.janney.com/matthewjlevy/

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