Abraham Moosa of Janney Montgomery Scott LLC

Welcome to my website!

During your visit, you will find a wealth of information in the form of newsletters, articles, calculators, e-seminars and research reports. I look forward to answering any questions you may have!

Today’s news on the market and economy is complex and can be very confusing. My role as a wealth manager is to help my clients understand what is happening and how it may impact their overall investment portfolio. I owe it to my clients to be well informed about the financial business as a whole as well as to the business I conduct personally. It is my privilege to serve my clients with that trust which they have placed in me to safeguard their hard-earned assets.

Today's investment climate offers unprecedented opportunities. At Janney, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

1. A clear understanding fo their financial goals

2. A well-defined roadmap for achieveing those goals

3. Ongoing advice to help adjust their roadmap when their needs change

My services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. I specialize in helping my clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On my website, you'll find valuable information for evaluating your current position and progress toward financial goals. I offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit my website often, as my content is constantly changing. For help with your financial management, or for more information on Janney, please contact me today.

I was named a 2011 Five-Star Best in Client Satisfaction Wealth Management AdvisorTM.  This is the third straight year I have received this special recognition!  Please view the award criteria that qualifies financial advisors to receive this elite recognition.

In addition, I successfully completed The Chartered Retirement Planning CounselorSM Professional Designation Program. I now hold a certificate from The College for Financial Planning as well as the designation of Chartered Retirement Planning CounselorSM (CRPC®)


Barron's Top 40 Wealth Management Firms

The list, published in the latest edition of Barron's quarterly PENTA publication to high net-worth investors, ranks Janney as one of America's largest wealth managers by assets under management in accounts of $ million or more, as of June 30. This is the first time Janney has been named to this prestigious list and featured with our key competiros in the industry. 
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

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