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 North Caldwell Softball and Baseball Sponsorships
Proud sponsor of my daughter Abby and son Scotty’s softball & baseball teams for North Caldwell Recreation ⚾️🥎. It was a great Opening Day! A special thank you to our Mayor for recognizing our local veterans—including my husband Scott ❤️🇺🇸 Have a great season, kiddos!!
2026 Autism Awareness
Janney Hackensack is proud to wear blue in support of Autism Awareness Month 💙 Awareness leads to understanding and understanding leads to inclusion—something we’re always striving for in our community.
Earth Day 2026
Janney Hackensack came together this weekend to celebrate Earth Day with clients and our local community! 🌎🌱 We hosted a Shredding & Food Drive event in our office parking lot—helping clients and neighbors safely dispose of sensitive documents while also giving back in a meaningful way. Thanks to everyone who stopped by, we collected a wonderful amount of non-perishable food to support the Center for Food Action. Grateful for the collaboration, the turnout and the opportunity to support such an important cause right here in our community. 💙
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
