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COONEY FINANCIAL ADVISORS, INC

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.

Organizing your financial information:

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.

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    Saving money for college is a daunting proposition. But there's another big challenge-making sure your high school sophomore or junior is doing the right things to improve the odds of being admitted to college. Here are five tips for helping bolster your children's academic standing:1. Selecting the right classes. The courses your child chooses do make a difference, particularly if the goal is to get into a top-flight college or a particular field of study. For instance, if your child wants to enter one of the top U.S. engineering programs-at Georgia Tech, Purdue, MIT, or another leading school-he or she will need to have taken at least trigonometry and pre-calculus.

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Contact Us

3 Eves Drive,Suite 300
Marlton, NJ 08053

Office: 856-988-0688
Toll-Free: 800-755-7526
Fax: 856-988-9544
info@cooneyadvisors.com

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