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
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.
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.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
2025 Halloween Costume Drive
WE DID IT! 💙 JANNEY Hackensack in partnership with Jersey Cares was able to collect children’s 👻 🎃 costumes, as well as plenty of accessories & treat bags for children in need across the state of New Jersey. We can't thank you 🙏🏼 enough for helping us provide children with the chance to enjoy a fun and festive Halloween! 🧡 Please visit the Jersey Cares website for more information about the costume drive: https://bit.ly/4eJG2E1
2025 Wine Tasting at the Barrow House
What a fun client appreciation event! Thank you Jeremy Kees for your partnership ! 🍷 💙✨
Paul Piccoli Memorial Golf Outing
Jenny was a proud sponsor of thePaul Piccoli Memorial Golf Outing. A Although she never had the privilege of meeting Paul, she is so grateful to know many of his family members & friends and continue learning about the incredible man he was. 16 years later, this annual outing remains vibrant and growing—a true celebration of his life and honoring a remarkable person 💙
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
