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

Savings Accumulation

Estimate the future value of your current savings.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

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