Business Description

Cooney Financial Advisors is a fee-only independent financial planning and wealth management firm with 30 years of experience servicing New Jersey and Pennsylvania. We are dedicated to helping you navigate your way to your financial goals with un-biased advice. We offer tax planning, tax preparation, retirement planning, estate planning and investment planning. In addition we are experienced pension consultants.

General Information

Gender:

Male

CRD#:

1403051

Firm CRD#:

123075

States Licensed in:

NJ PA

Years of Experience in Financial Services:

Number of Years with Current Firm:

Services

Investment Types:

Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA), Personal Financial Specialist (PFS)

Financial Organization Memberships:

American Institute of Certified Public Accountants (AICPA), Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Investment Advisor:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-only financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$100000

Compensation Methods:

Hourly, Flat Fee, Based on Assets

Prepared By:

Tom Cooney