Who We Are
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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Awards
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.
Janney Pinnacle Award 2023
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.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
World Down Syndrome Day 2024
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. You can learn more here - https://bit.ly/3LGkM69 #lotsofsocks #WorldDownSyndromeDay
Bowling Event
It was super fun hosting our latest Client Appreciation event at Bowlero 🎳! From striking up conversations to striking out those pins, laughter was in the air! Thanks to everyone who was able to join me & my family! ❤️
International Women's Day 2024
Janney Hackensack proudly wore Purple to celebrate the social, economic, cultural, and political achievements of women across the world for International Women’s Day!
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
