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About Us

Finding Your Fit

Cooney Financial Advisors, Inc is an independent, fee only financial advisory firm committed to helping people achieve their financial goals by providing unbiased advice. Through the use of education and expert advice, we work with you toward the lifestyle you envision. Our mission is to provide you with all the information, knowledge, and support you need to keep you on track as you move toward your goals.

Client Centered

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.

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