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
2026 Best-in-State Women Wealth Advisor
In February 2026, Jenny Daly was named to the Forbes Best-in-State Women Wealth Advisors list for the fourth consecutive year.
AdvisorHub Advisors to Watch 2025
In June 2025, 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 2025
In February 2025, Jenny Daly was named to the Forbes Best-in-State Women Wealth Advisors list for the third consecutive year.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
2026 Non-Perishable Food & Personal Hygiene Drive
✨WE DID IT✨! With generous donations, the Hackensack branch was able to collect non-perishable food & personal hygiene products for Oasis - A Haven for Women and Children located in Paterson, NJ. 🏡 We can’t thank you enough for helping us provide much-needed assistance to a well-deserved community organization. Oasis is a nonprofit organization that carries out educational and social service programs to help women enter and succeed in the workforce and help children flourish academically. They also operate a soup kitchen and provide emergency food, clothing, and social support to city residents in need.
2026 Kickoff
A wonderful evening with colleagues from Janney Hackensack 💙 celebrating another year of collaboration and success. A great moment to reflect on the year behind us and kick off 2026. Cheers to the year ahead!
2025 Holiday Celebration
Helen and Jenny spent the evening celebrating the holidays at the Holly Jolly Lounge✨ at Calandras Bakery’s Il Vecchio Café, surrounded by over-the-top holiday décor, festive cocktails, and the kind of joyful energy that instantly puts you in the Christmas spirit. 🎄❤️ Jenny is so grateful for Helen and the opportunity to work alongside her every day. Strong teams are built on trust, appreciation and real connection—and Jenny never takes that for granted. Happy holidays! ✨
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
