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.
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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.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
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.
A Dedication to Pop-Pop
A Dedication to Pop Pop
George Croonquist - Janney's Longest-Serving Employee Reflects on His Storied Career
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 16, 2024
WE DID IT! With all of your generous donations, JANNEY Hackensack in partnership with Jersey Cares was able to collect children’s Halloween 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://www.jerseycares.org/Halloween_Costume_Drive
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.