Awards
2023 Pinnacle Award
In October 2023, Jenny Daly was selected to be the recipient of Janney Pinnacle Award. Jenny was presented the award by President of Janney Private Client, Kevin Reed. The Pinnacle Award was established to recognize an advisor with outsized achievement in practice management including commitment to growth as a fiduciary, leading with advice through financial planning, marketing strategy and execution.
AdvisorHub Advisors to Watch 2023
In June 2023 Jenny Daly was recognized as one of AdvisorHub's Advisors to Watch - Top 100 Solo Advisors
Forbes Best-In-State Women Wealth Advisor 2023
In February 2023, Jenny D. Daly was named to the Forbes 2023 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.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
Halloween Candy Drive 2023
The Hackensack office collected leftover Halloween candy to donate to local low-income community charities: Oasis Shelter in Paterson, and Toni's Kitchen in Montclair. Donated candy will be distributed to the children being supported by these organizations. Thank you for participating with us!
Dress for Success
Janney's Women Advisors donated clothing to Dress for Success Worldwide
Halloween Costume Drive 2023
Janney Hackensack collected new and gently used costumes and accessories for children in need across the state of New Jersey.
Video Resources
The Financial Planning Process
What components make up a Financial Plan?
An Overview of Financial Planning
Would you benefit from having a Financial Planner?
Insuring Your Vacation Home
What are some of the things to consider when insuring your vacation home?
Industry Events & Professional Development
2023 Janney Pinnacle Award
Jenny was recognized by Tom Croonquist, of the Hackensack Branch, for receiving the 2023 Janney Pinnacle Award at this year’s Women Advisor Forum. Jenny was presented the award by President of Janney Private Client, Kevin Reed. The Pinnacle Award was established to recognize an advisor with outsized achievement in practice management including commitment to growth as a fiduciary, leading with advice through financial planning, marketing strategy and execution. Tom remarked "Jenny has come a long way from her early days as a Janney high school intern & eventual babysitter for me--almost 30 years ago!" Tom knew then that he had something special with Jenny and he couldn’t be more proud of the successful Financial Advisor she’s grown into and her dedication to her clients. Congratulations to Jenny!
2023 Janney Women Advisors Forum
I am grateful to have been able to attend and be on a panel at the 2023 Janney Women Advisors Forum in Philadelphia. This annual conference is a tremendous opportunity for women advisors to support each other and advance our education on how to exceed client expectations.
Institute for Divorce Analysts National Conference
Greetings from Dallas, Texas y’all! Excited to spend a couple of days with my Janney colleagues at the 2023 Institute for Divorce Financial Analysts™ National Conference. Looking forward to the robust lineup of speakers and hear insights & updates on the various aspects of divorce planning.
Office Information
Phone:
Text:
Toll-free:
Fax:
Email:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.