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
North Caldwell Community Service Award
Mayor Joshua Raymond & Town Council of Jenny’s hometown —the Borough of North Caldwell – honored her for her community service in recognition of Women’s History Month.
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.
Janney Pinnacle Award 2023
In October 2023, Jenny Daly was selected to be the recipient of Janney Pinnacle Award. Jenny was presented the award by President of Janney Private Client, Kevin Reed. The Pinnacle Award was established to recognize an advisor with outsized achievement in practice management including commitment to growth as a fiduciary, leading with advice through financial planning, marketing strategy and execution.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
CASA of New Jersey
I recently had the privilege to support CASA of NJ, a charity whose vision is a world where every child who is at-risk or has experienced abuse or neglect is given the opportunity to thrive in a safe and loving permanent home. I find great joy in being able to help the community through charities and when they are near and dear to the hearts of my clients it makes it even more special. You can find out more about CASA of New Jersey by visiting their website www.casaofnj.org and please don’t hesitate to reach out and let me know what charities you are involved with so that I can help with them too!
Earth Day 2024
It was great celebrating Earth Day at JANNEY Hackensack for our Shredding & Food Drive Event! 🌎 🌱 We loved spending time with our clients while supporting The Center for Food Action 💚 https://www.cfanj.org/
North Caldwell Softball & Baseball Sponsorship
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 veterans, including my husband, Scott ❤️