Velnoskey Wealth Advisors of Janney Montgomery Scott - Westminster, Maryland

Velnoskey Wealth Advisors of Janney Montgomery Scott

Velnoskey Wealth Advisors, a part of the esteemed Janney Montgomery Scott firm, is a prominent financial services provider located at 15 E Main St #218, Westminster, MD 21157. With a dedicated team of professionals led by experienced owner Doug Velnoskey, the advisors at Velnoskey Wealth Advisors specialize in offering personalized financial planning and investment services to their clients.

The team at Velnoskey Wealth Advisors is highly skilled in providing comprehensive financial consulting services, catering to both individual and business clients. Their expertise encompasses financial planning, investment services, and business-to-business services, ensuring a holistic approach to financial management.

Key Features and Services

• Financial consultant: Offering personalized financial advice tailored to individual needs.
• Business to business service: Providing specialized financial solutions for businesses of various sizes.
• Financial planner: Helping clients create and implement effective financial plans for short-term and long-term goals.
• Investment service: Guiding clients through the process of selecting suitable investment options to maximize returns and minimize risks.

Accessibility and Convenience

• Wheelchair accessible entrance: Ensuring easy access for clients with disabilities.
• Wheelchair accessible parking lot: Providing designated parking spaces for clients with mobility challenges.
• Wheelchair accessible restroom: Offering comfortable restroom facilities for clients with disabilities.
• Appointments recommended: Encouraging clients to schedule appointments for personalized attention and service.

Client Reviews and Testimonials

Velnoskey Wealth Advisors has garnered a strong reputation among its clients, with an impressive 8 reviews on Google My Business. The average rating for the firm is an outstanding 5 out of 5 stars. Clients have praised the team's dedication, expertise, and genuine care for their well-being. One notable testimonial highlights Doug Velnoskey's initiative and caring nature, demonstrating the firm's commitment to building long-lasting relationships with their clients.

For those seeking a reliable and experienced financial services provider, Velnoskey Wealth Advisors of Janney Montgomery Scott is an excellent choice. Their team of professionals, combined with their comprehensive range of services and dedication to client satisfaction, sets them apart in the industry. To learn more about their offerings or to schedule an appointment, visit their website at advisor.janney.com or contact them directly at 32012088.

👍 Reviews of Velnoskey Wealth Advisors of Janney Montgomery Scott

Kelly H.

5/5

I have gotten to know the Velnoskey Wealth Management Team for a number of years now (through biz networking) and really love them. Though I do not invest with their company now, I would flock to them in an instant if my financial advisor could no longer work with me. One thing that really stands out to me is one time when owner Doug Velnoskey pulled me aside at an event to ask, in a very caring manner, how I was doing saving for my future. He genuinely cared. That takes a lot of initiative and I admire his willingness to go out on a limb!

Annie G.

5/5

Doug Velnoskey and his team have been working with, and advising, my family for more than twenty years. We have incredible trust in every single member of the group and are so grateful to have their experience and guidance on our side. In addition, they are kind and compassionate people. They listen carefully and always respond thoughtfully to our questions. We can't imagine working with anybody else as we plan for the future.

Michael B.

5/5

My wife and I have been retired for more than twenty years and have entrusted our financial planning to Doug Velnoskey for the entire period.
This has been a successful relationship that has been enhanced with Doug’s position at Janney Montgomery. The resources of the firm provide the analysis and guidance to the Velnoskey Wealth Management Group and equips them with the ability to manage their clients’ funds successfully. We feel privileged to have this long term relationship.

Danna B.

5/5

This is a great group of professionals. They have helped us manage our investment portfolio and retirement accounts for many years now and we have been very pleased with the results. Knowledgeable professionals with a home-town feel. We highly recommend them.

Carl S.

5/5

My aunt was a single teaching nurse with modest savings and pension. They enabled her to have a comfortable worry free retirement. We signed up and had the same experience. Great people, sound advisors.

Dottie R.

5/5

Doug and Coleen are very professional. They're always only a phone call away and your call right. I'm glad to have them as my investment team.

Brian K.

5/5

Coleen and Doug hey are always there to answer your questions. They go above and beyond helping with any situation.

Mark A.

5/5