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Investment Partnership
Diversify your Portfolio. Save for College Tuition. Prepare for Retirement. Plan for Long-Term Care.
We know how important it is for members to be prepared for those planned and unplanned situations. That's why we've partnered with locally based Goles Troiano Wealth Advisory Group of Janney Montgomery Scott LLC to provide you with tailored personal investment services to meet your needs.
Goles Troiano Wealth Advisory Group has over 124 years of combined experience helping people in:
- IRAs, 401(k)'s, TSPs, Pensions, 457(b), 403(b), ASOP, ESOP
- Stocks & Bonds
- Advisory* and Brokerage Accounts
- Annuities & Insurance
- Saving for College
- Retirement Planning
- Long Term Care
- And more
Janney Montgomery Scott LLC can trace its roots to 1832. The Goles Troiano Wealth Advisory Group became affiliated with Janney in November 2013. The team’s client service and commitment make them a reliable investment partner. They are fully registered to give you the experienced, comprehensive service that you deserve.
For more information, please fill out the form below:
*For a detailed description of Advisory programs’ services and fees, refer to the Janney Form ADV Part 2 disclosure document, available upon request and online at www.janney.com.
APGFCU is here to help you reach your financial goals. APGFCU works with locally based Goles Troiano Wealth Advisory Group of Janney Montgomery Scott. The Goles Troiano Wealth Advisory Group of Janney can provide you with personal investment services. Securities and Investment Advisory* services offered through John Goles and John Troiano as Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser. The Goles Troiano Wealth Advisory Group of Janney Montgomery Scott does not provide legal, tax or accounting advice, please consult with the appropriate professional concerning your particular circumstances.
Investment products are not credit union deposits and are not insured by the National Credit Union Administration, are not guaranteed by or obligations of APGFCU, and are subject to substantial risk, including the possible loss of some or all of the principal invested. Janney Montgomery Scott LLC. Member: NYSE, FINRA, SIPC