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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
Forbes Best-in-State Women Wealth Advisor 2025
In February 2025, Jenny Daly was named to the Forbes Best-in-State Women Wealth Advisors list for the third consecutive year.
Janney Outstanding Women Advisor of the Year Award
In October of 2024, Jenny Daly was named Janney's Outstanding Women Advisor of the Year. The annual recognition highlights exceptional client service, community engagement and commitment to professional development.
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.
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.
2025 World Down Syndrome Day
We are so proud to “ROCK OUR SOCKS” in Hackensack (or Hackensock?!) to celebrate World Down Syndrome Day. Every year on March 21, people all around the world come together to celebrate World Down Syndrome Day by wearing brightly colored mismatched socks.
2025 Client Cooking Event Night
Last night, we hosted a special client appreciation event at Kings Food Markets Cooking Studio in Short Hills where we had the opportunity to connect, cook & enjoy an incredible menu curated by Chef Suzanne Lowery. From garlic and herb stuffed mushrooms to roasted salmon & chicken with citrus gremolata, every dish was a hit! Jenny is grateful for the chance to bring everyone together in such a fun & interactive way. She is looking forward to more experiences like this in the future. If you have a great idea for a future event, please reach out!
2025 Toy Drive for the Salvation Army
WE DID IT! With all of your generous donations, the Hackensack branch was able to collect stuffed animals, plush toys, and soft dolls for The Salvation Army. THANK YOU!
Video Library - "Your Daly Dose"
How to Navigate Your Social Security Statement
The personal Social Security statement, created to help Americans understand the Social Security benefits they might be entitled to, has been redesigned.
How Do You Know If Your Family is Eligible for Financial Aid?
How do you know if your family is eligible for federal financial aid?
How Do I Get a Copy of My Credit Report
How to obtain a copy of your credit report.
Industry Events & Professional Development
2025 Forbes / SHOOK On-the-Road Event
Jenny had a great time spending the afternoon in NYC today at the 2025 Forbes | SHOOK On-the-Road Regional Event. The presentations featured insightful sessions on private equity, real assets and market outlooks, along with discussions on key industry trends. It was a great opportunity to learn from experts and connect with fellow professionals.
2025 Forbes Best-in-State Women Wealth Advisors
Jenny is honored to share that she has been named to the 2025 Forbes Best-in-State Women Wealth Advisors list for the third consecutive year. Jenny is so grateful for this recognition and could not have achieved it without her amazing partners Helen Shaw & Owen Corry. To our valued clients, thank you for the confidence and trust you continue to place in us.
2025 Janney Elite Conference
This week, Jenny was in Philadelphia participating in the 2025 Janney Elite Advisor Conference! She feels honored to join two panel discussions with her amazing peers—sharing insights & best practices on financial planning, practice management, and marketing. One of the most memorable moments for her was meeting the legendary Professor Jeremy Siegel and hearing his keynote address on Stocks for the Long Run. His insights were both inspiring and thought-provoking. Jenny is leaving this conference feeling motivated and full of fresh ideas to better serve her clients. She is grateful to be part of such a collaborative and forward-thinking community.
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.