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.
2024 Janney Brewers Team Sponsorship
Proud to be the 2024 team sponsor for these lovely ladies in the North Caldwell Women’s Softball League 🥎 We are having a blast playing on these hot summer nights 💙 #JANNEY
Wall Street Walk 2024
It was great participating in the 2024 Wall Street Heart Walk & Run in lower Manhattan on Team JANNEY 💙! Together we raised $6,087.90 for the American Heart Association and had fun doing it ❤️ #Janney
Spring Floral Arranging
It was FUN hosting a virtual ✨ client appreciation event - a Spring Floral Arranging Experience! This was a special event catered to my clients who are outside the North Jersey area. These fabulous women joined me from the great states of New Jersey, New York, Connecticut, Pennsylvania, California, Florida, North Carolina, Nevada, & Virginia ❤️ Together we created beautiful floral arrangements guided by our talented host from Alice's Table while she shared helpful floral tips & tricks with us 🌺🌸🌼🌷🌿
Video Library - "Your Daly Dose"
Getting Organized By Taking a Financial Inventory
When was the last time that you took your personal finance inventory?
Leaving Your Employer?
Don’t Forget Your Retirement Savings Plan
The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow
Putting off investing can cost you in the long run.
Industry Events & Professional Development
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.
Welcome to Janney Owen Corry
In my ongoing effort to provide unparalleled service to my clients, I am very pleased 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!
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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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.