Cooney Financial Advisors, Inc is a family owned, independent, fee only financial advisory firm, founded in 1987. Our purpose is to help you and your family enjoy the lifestyle you prefer, while planning and working toward the lifestyle you envision in retirement. Our mission is to help you organize your financies and help you make the puposeful decisions needed to avhieve your goals.
Since we come from an accounting background, we have a unique perspective to the advice we give. We understand the impact taxes have on all financial decisions and how integrating that knowledge can make the difference in your planning. In addition, our strong knowledge of 401(k)s, IRAs, and rollovers will help you navigate through those treacherous waters. We look forward to using our experience and expertise to get you on the path to your dream retirement!
Please call or email us if you want to know more about our firm or how we can help you accumulate the money you need to live the retirement lifestyle you deserve. As an independent firm, our focus is always on providing you with the best, unbiased financial advice.
As with most things in life, being organized makes decisions simpler. Your financial life is no exception.
When working with you, one of the first steps, is to help you organize your finances. We use sophisticated technology to keep your information up to date allowing us to provide comprehensive lifestyle planning.
With Economy In A Virtuous Cycle, Expect Yellen To Tap The Brakes
Do you know where you will live after you retire?
Despite the real estate meltdown, you may own a piece of prime investment property that is still worth considerably more than when you acquired it, and if you sell it now, you may realize a sizeable profit.
As the owner of a small business, what would you do if an employee asks you for a personal loan? There is no one answer that fits every case. Yours can depend on a number of factors and considerations. It also can open a can of worms, but first things first.You can begin your answer by asking your worker a few questions:
3 Eves Drive,Suite 300
Marlton, NJ 08053