Tom Cooney
Cooney Financial Advisors

Tel: (800) 755-7526
3 Eves Drive, Suite 300
Marlton, NJ 08053

Let us help you plan for your furture

Cooney Financial Advisors | Financial Advisor in Marlton ,NJ

About Cooney Financial Advisors

We are an independent financial planning firm, committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, and services to help you reach your retirement and financial goals.


General Information

Firm Start Year:   1987
States Licensed in:   NJ PA
Number of Years with Current Firm:   25
I work with the following types of clients:   Individual Investors , Investment Clubs , Businesses , Pension Plans


Services

Investment Types:   Mutual Funds , Bonds , Stocks , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , Via email , Via phone


Qualifications & Memberships

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


Firm Information

Assets Managed by Firm:   14,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Based on Assets , Flat Fee , Hourly



Faqs

  • What are your qualifications? What is your education background? I am a CPA with a Personal Financial Specialist credential, and a Certified Financial Planner(TM)
  • What is your approach to financial planning? We discuss your financial goals with you then analyze your resources and preferences and tolerances. Finally we review our recommendations with you and, if you wish, help you implement them.
  • What services do you offer? Besides financial planning we offer retirement planning, tax planning and preparation as well as investment management.
  • Have you ever been charged with any breaches? No.
  • What services do you provide? What are your specialties? We strength is in retirement planning, pension plans and IRAs
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Tom Cooney

Tom Cooney

CERTIFIED FINANCIAL PLANNER™ Certificant, PFS, CPA

My Team


Sean  Cooney

Sean Cooney


Sean is a member of the National Association of Plan Advisors and the Financial Planning Association. Sean Cooney, with his finance backgroound, provides much of the investment research that goes into providing clients with sound guidance in developing an investment and allocation plan for their future. He researches and monitors the mutual funds and exchange traded funds our clients use in their portfolios and 401k plans.

Communities Served

NJ PA

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM