Greg Stoia & Associates

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you - and partnering to provide continuous guidance and support through every stage of life.

UBS Financial Services Inc., a part of UBS, is a registered broker-dealer offering securities, trading, brokerage and related products and services. The firm offers an array of wealth management, retirement planning and estate planning services to individuals as well as businesses across the United States. It offers a list of professional portfolio management services as well as investment products, including stocks, bonds and mutual funds; hedge funds, managed futures funds and private equity funds; insurance and annuities and other specialty instruments. Additionally, UBS Financial Services Inc. provides investment research and consulting services to its clients to pursue their financial goals. It is a member of the SIPC (Securities Investor Protection Corporation) and FINRA (The Financial Industry Regulatory Authority).

Founded in 1986, Private Capital Management is a provider of investment advisory services. The company s clients include individuals and institutions, including universities, foundations and retirement plans. Private Capital Management s quarterly written reports summarize clients portfolios that include assets, income, expenses, transactions and overall performance. Its research focuses on quantifying a company's discretionary cash flow.