Matthew Kalajian, Cfp® Email & Phone Number

--Worked in banking/financial services since 1998--Certified Financial Planner™--Recommendations are based on client's needs, not commissions.--Full disclosure of fees charged. All of them.--Clear conscienceI offer clients a process and an ongoing relationship managing their financial goals. I educate them as to the best approach to consider in investing their money, and use the best means available and appropriate for their situation. Our firm is without proprietary products. Clients get the best of the best in the financial market that we can get, it's to our benefit too.I prefer fee-based financial advice, which aligns our compensation with clients' goals. Fee-based means we typically charge a percentage of the assets under management, and avoid transactional commissions.Specialties: No fees for consultations, financial plans or strategy meetings. I specialize in creating comprehensive financial plans before investing your assets for retirement, college, or whatever your goal.Second, I specialize in implementation of the plan using a fair fee structure. You will always know how I am compensated for managing your assets.Finally, we excel in monitoring your assets performance and keeping you on track for the best chance at successfully reaching your financial goals.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.

Listed skills include Estate Planning, Financial Advisory, Banking, Financial Planners, and 33 others.