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Jenny D. Daly
Awards
![AdvisorsHub Advisors to Watch 2024 Award Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/8bcd6db0f8ef4b8a88f140a96b67be9c.jpeg)
AdvisorsHub Advisors to Watch 2024
In June 2024, Jenny Daly was recognized by AdvisorHub as one of its 250 “Advisors to Watch". Advisors are ranked on a number of criteria including assets, level of service, growth of practice, professionalism, community service and diversity.
North Caldwell Community Service Award
Mayor Joshua Raymond & Town Council of Jenny’s hometown —the Borough of North Caldwell – honored her for her community service in recognition of Women’s History Month.
![Forbes Best-In-State Women Wealth Advisor 2024 Award Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5c97f936944b4596b5851bf006ae4e4c.jpg)
Forbes Best-In-State Women Wealth Advisor 2024
In February 2024, Jenny D. Daly was named to the 2024 Forbes Best-In-State Women Wealth Advisors List.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
![Hackensack Office Partners with Bergen Family Center Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/78e3d49a934047b58c58007efdb3f48f.jpg)
Hackensack Office Partners with Bergen Family Center
WE DID IT! Thanks to all the generous donations, the Hackensack Office in partnership with the Bergen Family Center, collected school supplies for children in Bergen County for the new school year. Children in need were given backpacks filled with supplies that will help them begin the school year with the basic tools they need to succeed. The Bergen Family Center serves the community with programs for families like an After School Program for young children, Counseling, Tutoring and College Prep for Teens, and Care Management for the Homebound Elderly.
![Jenny Supports the Sherman Library Annual Golf Tournament Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b2d6797eba4243278d72a442c46bf96c.jpg)
Jenny Supports the Sherman Library Annual Golf Tournament
Jenny recently had the privilege to support The Sherman Library Annual Golf Tournament. She finds great joy in being able to help the community through non-profits and it makes that much more special when the organizations are near & dear to the hearts of her clients.
Please don’t hesitate to reach out and let Jenny know what charities you are involved with so she can help with them too!
![Proud Sponsor of the 2024 Peggy Hughes Summer Concert Series Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/38e82fa04f374db7a22509fabdf71596.jpg)
Proud Sponsor of the 2024 Peggy Hughes Summer Concert Series
Jenny is proud to be a sponsor for the 2024 Peggy Hughes Summer Concert Series in Ocean Isle Beach! OIB has been her family’s destination for summer vacation since 1982. It is truly a special place with lots of great memories.
Video Library - "Your Daly Dose"
![Women and Money: Taking Charge of Your Financial Future News Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/04a123cd75a6452aa34e138a62244ddd.jpg)
Women and Money: Taking Charge of Your Financial Future
Women face unique challenges when it comes to financial success
![Getting Organized By Taking a Financial Inventory News Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/975b7f8c948941c485844f03109d5e58.jpg)
Getting Organized By Taking a Financial Inventory
When was the last time that you took your personal finance inventory?
![Leaving Your Employer? News Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/8c8ac871157944d6bada0f7a8ddee5f7.jpg)
Leaving Your Employer?
Don’t Forget Your Retirement Savings Plan
Industry Events & Professional Development
![News Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/67aef8a92cf04f378f8870407c64ce68.jpg)
Jenny is thrilled to share that she has earned the CEPA® designation. The Certified Exit Planning Advisor specializes in helping business owners develop and execute a plan to exit their business. The CEPA® designation is awarded by the Exit Planning Institute after completing a rigorous training program and passing an exam. She can’t wait to introduce this service to you!
![Helen Shaw Speaks at the 2024 Janney PCA Conference News Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/37a6e0f022f3495e8512093f76ba7268.jpg)
Helen Shaw Speaks at the 2024 Janney PCA Conference
Hackensack’s very own, Helen Shaw, had the honor of speaking and presenting at the 2024 Janney PCA Conference in Janney's Philadelphia headquarters today. Helen’s presentation was focused on supporting growth with operational best practices. Helen is such a valued member of Jenny's team and process.
![AdvisorHub Advisors to Watch 2024 News Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/8a5cec59f406482e8ffec94939ed7ba0.jpeg)
AdvisorHub Advisors to Watch 2024
In June 2024, Jenny Daly was recognized by AdvisorHub as one of its 250 “Advisors to Watch". Advisors are ranked on a number of criteria including assets, level of service, growth of practice, professionalism, community service and diversity.
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