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
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.
AdvisorsHub Advisors to Watch 2024
In June 2024, 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.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
2025 World Down Syndrome Day
We are so proud to “ROCK OUR SOCKS” in Hackensack (or Hackensock?!) to celebrate World Down Syndrome Day. Every year on March 21, people all around the world come together to celebrate World Down Syndrome Day by wearing brightly colored mismatched socks.
2025 Client Cooking Event Night
Last night, we hosted a special client appreciation event at Kings Food Markets Cooking Studio in Short Hills where we had the opportunity to connect, cook & enjoy an incredible menu curated by Chef Suzanne Lowery. From garlic and herb stuffed mushrooms to roasted salmon & chicken with citrus gremolata, every dish was a hit! Jenny is grateful for the chance to bring everyone together in such a fun & interactive way. She is looking forward to more experiences like this in the future. If you have a great idea for a future event, please reach out!
2025 Toy Drive for the Salvation Army
WE DID IT! With all of your generous donations, the Hackensack branch was able to collect stuffed animals, plush toys, and soft dolls for The Salvation Army. THANK YOU!
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
