Andrew Ciappa & Rick Link of Janney Montgomery Scott

Andrew Ciappa & Rick Link of Janney Montgomery Scott is a financial planning firm serving clients in Mt Pleasant, SC. The firm specializes in comprehensive financial planning, retirement strategy, college funding, and investment management, helping individuals and families navigate every stage of life, from early career planning to retirement and legacy goals. With a focus on personalized, client-centered service, they provide tailored strategies to align financial decisions with personal values and long-term objectives. Their service area includes Mt Pleasant and surrounding communities, supported by a full-service firm with access to a wide range of financial resources and expert specialists. Clients consistently praise the firm’s responsiveness, clarity, and dedication to long-term financial success.

The firm operates as part of Janney Montgomery Scott, a firm with roots tracing back to 1832, offering clients access to a broad spectrum of financial services through a unified platform. Andrew Ciappa, with over 35 years of industry experience, brings deep expertise in investments and financial strategy, having worked at Goldman Sachs in New York before returning to Mt Pleasant in 1988. Rick Link and their team emphasize collaborative planning, ensuring clients are actively involved in shaping their financial future. They provide ongoing support through secure online access, regular check-ins, and customized planning tools, including detailed college cost projections and savings strategies. The firm’s approach is built on trust, transparency, and a commitment to long-term client relationships.

Located on Coleman Boulevard in Mt Pleasant, the firm sits just a short distance from Shem Creek Park, a popular local green space, and is near the neighborhoods of Millwood and The Groves Manor. It is also within a half-mile of West Coleman Boulevard, a major thoroughfare, and close to the iconic public artwork, Pete the Plastic Pelican, a well-known local landmark.

The firm is recognized for its strong reputation in the community, built on decades of consistent service, detailed financial planning, and a client-first philosophy. Their well-documented online presence, clear communication, and comprehensive resources reflect a deep commitment to financial literacy and long-term client success. As trusted advisors, they stand among the most established and respected financial planning professionals in the region.

Andrew Ciappa & Rick Link of Janney Montgomery Scott is a cornerstone of financial guidance in Mt Pleasant, helping families build lasting security and confidence in their financial journey.

Services:

• Client Collaboration for Goal Achievement
• Comprehensive Financial Planning Resources
• Financial Planning
• Investment Management
• Long-term Investment Strategy
• college saving and funding plans
• financial planning services
• investment solutions