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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. ... Read more. Read less.
Video Library - "Your Daly Dose"
Your one-stop destination for a library of brief educational videos focused on answering your financial planning questions.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
Industry Events & Professional Development
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Welcome to Janney Owen Corry
I'm thrilled to announce the addition of my new team member: Owen Corry — Private Client Associate ! Owen will be joining the Hackensack, NJ branch and working with Helen and I as a Private Client Associate focusing on client service. Owen is a recent graduate of the New Jersey Institute of Technology (NJIT), where he earned a B.S. in Financial Technology and an MBA with dual concentrations in Finance and Marketing. During his time at NJIT, Owen was a member of the Men's Lacrosse team and served as team captain for two years. Outside of the office, Owen enjoys outdoor activities, sports, and spending quality time with his family. As an avid lacrosse player, Owen spends some of his free weekends coaching youth lacrosse. Owen can be reached at 201.883.5605 or ocorry@janney.com Please join me in welcoming Owen!
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2024 Wealth Management Conference
Attending Janney's 2024 Wealth Management Conference in Baltimore was fantastic. I enjoyed connecting with colleagues and Janney leadership, learning about the latest advancements & financial planning tools, and hearing from leading industry experts about current financial planning and investment trends to better serve the needs of my clients.
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Janney Financial Advisor Development Program 2024
It was great visiting the home office of Janney Montgomery Scott LLC in Philadelphia today and being a panelist for the Financial Advisor Development Program. It was fun sharing my career path & best practices regarding client relationships with this year’s cohort.
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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.