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.
... Read more.
Read less.
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 World Down Syndrome Day
In celebration of World Down Syndrome Day (recognized each year on March 21), we were proud to “rock our socks” at Janney Hackensack… or should we say HackenSOCK?!! 🧦 🌈 We celebrated a day early so we could all take part together. ❤️ Wearing our brightest, mismatched socks is a small gesture with a big message—celebrating inclusion, acceptance, and the beauty of what makes each of us unique. Grateful to work alongside a team that cares so deeply ❤️
2026 Toy Drive for the Salvation Army
Proud of our Janney Hackensack team for coming together to collect stuffed animals for The Salvation Army. 🧸❤️ These little friends will soon be heading to children who could use a little extra comfort and a few more smiles. Grateful to work with people who care so deeply about our community.
2026 International Women's Day
Janney Hackensack proudly wore purple 💜 in honor of International Women’s Day! A small but meaningful way to celebrate the strength, resilience, and achievements of women everywhere. Happy 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.
