Frequently Asked Questions

Noble Wealth Advisory Group

We have listed just a few of our most commonly asked questions.  If you have a question that is not found here or have a question on the answers below, please don't hesitate to contact us directly.  Absolutely all questions are welcome!

When is the office open? Noble Wealth Advisory Group is open Monday through Friday from 8:30 am until 5:00 pm.  We encourage appointments and can be flexible, if necessary.  The office is closed on holidays as determined by the New York Stock Exchange.  Click here for a list of scheduled holiday closings.

How does the Janney Advantage Rewards Program work?  Click here for additional information on the program.  To redeem points, please call Janney RewardsSM customer service toll-free at 888.557.1738 or log on by clicking here.

Whose social security number does Janney report on a joint account for tax reporting purposes?  Tax reporting will use the social security number of the primary account owner (whoever is listed first on the joint account).

How do I make a gift of stock from my account? Gifting shares of appreciated stock (that have a low cost basis) can easily be transferred directly to charitable organization(s) of your choice.  Please contact the organization to obtain their delivery instructions which we will need in order to complete your request along with a signed Letter of Authorization from you.

How do I make a charitable gift from my IRA account?  If you tax advisor has recommended making a charitable donation from your IRA, please contact us so that we may prepare and send to you the appropriate forms for your signature.

How do I open a new account?  If you don't currently have accounts with us, please refer to the "Becoming a Client" tab for more information.  If you are a client, please contact our office and we will prepare the new account and transfer forms for you and then we will send you the paperwork to review, sign and send back to us.

Where do I send a check to deposit to my account?  Checks should be mailed to us at:

                           Noble Wealth Advisory Group
                             of Janney Montgomery Scott
                           195 Church Street, 17th Floor
                           New Haven, CT  06510

How should I make the check payable and do I need to endorse the check?  Your check can be made payable to Janney Montgomery Scott with your account number in the Memo section.  On the reverse, you should write "For Deposit Only" along with your account number.

How much can I contribute to my retirement account?  Please visit the the 2012 Wealth Planning Guide to Annual Limits and Tax Brackets that includes limits for retirement account contributions.

How do I access funds from my account?  There are several ways possible to access funds from your account.  Please contact our office at 203.784.7401 to:

 - Request that a check be mailed to the address of record for your account 
 - Set up electronic transfer between your Janney and your bank accounts
 - Complete an authorization form to transfer funds within your Janney accounts

Does Janney issue cashier's checks?  Yes, simply contact our office and we will provide you with the authorization form to fax or email back to us with the information for issuing the check.

How do I send funds directly into my Janney account?  We can arrange for either on demand or monthly transfers from your bank account by having you complete an authorization form and providing us with a cancelled check.

How do I wire funds from my account?  Please contact our office with the instructions on where the funds will be wired to.  We will need the bank name, address, phone and ABA number (and swift code for international wire transfers) and the recipient's account name and number.  We can then send you a form to sign to authorize the wire transfer from your account.  Note that we need to receive your instructions by 1:00 pm for same day wires.

How do I sign up for online access?  Click on the blue Online Access button on the tool bar and click here for instructions.

How do I open an encrypted email from Janney?   Click here for the instructions.  Please contact our office or the Help line at 888.882.0012 if you require assistance.

Can you provide information directly to my tax or legal advisor?    Click here to complete the authorization form to allow us to provide information.  The form can be faxed back to us at 203.776.0456.

Where can I obtain a form W-9 to update/correct the tax idendification number for my account? Click here for a link to the IRS website where you will find the most recent form.

Do you provide insurance quotes?  Yes, we would be happy to discuss your insurance needs as part of your overall financial plan.   Click here for additional information and please don't hesitate to contact us. Charles has been a licensed agent for life, health and annuities for over 20 years.  He is also licensed for long term care insurance, having been designated to sell partnership plans for nearly 15 years.