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.
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
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 provide a personalized plan designed to meet your 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.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s 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
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 30, 2023
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
November 06, 2023
The Hackensack branch collected leftover Halloween candy to donate to local low-income community charities: Oasis Shelter in Paterson and Toni’s Kitchen in Montclair. Donated candy will be distributed to the children & families being supported by these organizations. Thank you for participating with us!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
November Investment Perspectives
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.