Awards
Forbes 2025 Best-In-State Wealth Management Team
The Croonquist Group has been named to the Forbes 2025 Best-in-State Wealth Management Teams list.
Forbes 2024 Best-In-State Wealth Management Team
The Croonquist Group Named to Forbes 2024 Best-in-State Wealth Management Teams List
Forbes 2023 Best-In-State Wealth Management Team
The Croonquist Group Named to Forbes 2023 Best-in-State Wealth Management Teams List
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.We were recognized as a Forbes 2023 Best-In-State Top Wealth Management Team.
... Read more.
Read less.
George T. Croonquist
Senior Vice President / Wealth Management, Financial Advisor
G. Thomas Croonquist, Jr. CFP®
Executive Vice President / Wealth Management, Financial Advisor, Branch Office Manager
C. Peter Croonquist, AWMA®, CLTC®
Executive Vice President / Wealth Management, Financial Advisor
Brent Croonquist, CFP®
Associate Vice President/Wealth Management, Financial Advisor
Charles Poggi, CRPC™, CLTC®
Financial Advisor
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
A Dedication to Pop-Pop
A Dedication to Pop Pop
George Croonquist - Janney's Longest-Serving Employee Reflects on His Storied Career
Community Involvement
2025 Non-Perishable Food & Personal Hygiene Collection
WE DID IT! With all of your generous donations the Hackensack branch was able to collect non-perishable food & personal hygiene products for Oasis—a haven for women & children located in Paterson, NJ. We can't thank you enough for helping us provide much needed assistance to a well-deserved community organization. Oasis is a nonprofit organization that carries out educational and social service programs that help women enter and succeed in the workforce and help children flourish academically. They also operate a soup kitchen and provide emergency food, clothing, and social support to city residents in need.
Happy New Year!
From all of us to all of you!
2024 Hackensack Branch Holiday Party
The Hackensack Branch came together to celebrate the start of the holiday season with their annual dinner. This was a great night to reflect on the past year and the growth that the group has made. We wish everyone a happy and safe holiday season!
Professional Development & Industry Events
2025 Janney Elite Conference
Pete had the opportunity to represent the Croonquist Group at the 2025 Janney Elite Conference held in Philadelphia, PA. The Elite Conference brings together Janney's top Financial Advisors, leaders, and industry experts to collaborate during a three-day event. Most notably Pete had the opportunity to listen to legendary Professor Jeremy Siegel's keynote presentation on Stocks in the Long Run.
The Croonquist Group Adds a New Team Member
It is with great pleasure that the Croonquist Group introduces its newest Financial Advisor, Charles Poggi, CRPC™, CLTC®. Charlie focuses on financial planning, retirement income, and estate planning.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 27, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
December 21, 2024
The Hackensack office is collecting non-perishable food and personal hygiene products for Oasis - A Haven for Women & Children Located in Paterson, NJ.
Non-Perishable Food Needed: Pasta, Cereal, Oatmeal, Peanut Butter & Jelly, Soup, Snacks, Canned Beans, Canned Tuna, Canned Chili, Mac & Cheese, Tomato Sauce, Canned Vegetables, Canned Fruit, Juice Boxes.
Personal Hygiene Items Needed: Shampoo, Conditioner, Bar soaps, Lotion, Toothbrushes, Toothpaste, Razors, Deodorant, Feminine hygiene items.
Donations can be placed in the collection bin located in the lobby of our branch:
Janney Montgomery Scott LLC
505 Main Street – Suite 200 – Hackensack, NJ
Donations will be accepted until Friday, January 17th, 2025
We’d love for you to be part of it!
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.