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
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.
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.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
Virtual Holiday Wreath-Making Workshop
Jenny had fun hosting a Janney Virtual Holiday Wreath-Making Workshop with Alice's Table! From festive bows & creative accents, everyone brought their unique flair to their wreaths—and the results were beautiful. Jenny is grateful for the opportunity to connect in such a fun and festive way. Check out some of the beautiful wreaths a behind-the-scenes moment from the workshop!
2024 Hackensack Holiday Party
Janney Hackensack got together tonight to celebrate the holiday season and since Jenny was in Florida for a conference, “Flat Jenny” joined the fun in spirt! Wishing everyone a joyous holiday season filled with laughter, love & good health!
2024 Hackensack Branch Thanksgiving Feast
Gratitude in good company! Janney Hackensack came together to share a Thanksgiving lunch, reflecting on the importance of teamwork, collaboration, and community. Moments like these remind us how lucky we are to work with such dedicated and supportive colleagues. As we head into the holiday season, we are especially thankful for the people we get to work alongside every day. Wishing everyone a happy and safe Thanksgiving filled with gratitude.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
