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Jenny D. Daly
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
Awards
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
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.
Yoga Night at Indigo Yoga
Jenny was able to host a special Yoga Night for a few clients & friends at Indigo Yoga. This event was a great way to unwind, recharge, and connect with clients. Namaste.
Yacht Cruise Around New York City
We had an incredible evening of JANNEY fun on the water last week! Aboard The Destiny Yacht—we cruised the Hudson River, taking in breathtaking sunset views of New York City while enjoying great music, delicious food, and fantastic company. A huge thank you to our branch manager, Thomas Croonquist and the rest of our Hackensack team for organizing such an outstanding event!
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.
Video Library - "Your Daly Dose"
Rebalancing 101: How to Get Your Portfolio Back on Track
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
When was the last time that you took your personal finance inventory?
Industry Events & Professional Development
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
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
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.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.