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.
2023 World Down Syndrome Day
We were proud to ROCK OUR SOCKS today 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.
2023 Diaper Drive
WE DID IT! With all of your generous donations the Hackensack office, in partnership with Jersey Cares, was able to collect diapers & baby wipes for children in need across the state of New Jersey. We can't thank you enough for helping us collect these essential resources!
2023 Play for PINK Sponsorship
I love supporting the charities that my clients care about. It was great to receive this sponsorship photo from my clients who participated in the 2023 Play for Pink Golf Outing.
Video Resources
Sequence of Returns
Market conditions can impact your retirement nest egg depending on when you retire. There are strategies to help minimize these effects.
ETFs vs. Mutual Funds
ETFs and Mutual Funds are similar but there are some key differences..
The Rule of 72
Learn About the Rule of 72 and How it Can Be Helpful.
Industry Events & Professional Development
2023 Women Working in Wealth Management
It is great spending International Women’s Day in a room full of women at the 2023 Women Working in Wealth Management Summit in NYC 💜
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.
Janney Earns Great Place to Work Certification
This prestigious recognition is based entirely on what current employees say about their experience working at Janney
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.