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Tom Cooney, CERTIFIED FINANCIAL PLANNER™ Certificant, PFS, CPA
Cooney Financial Advisors

Tel: 800-755-7526
3 Eves Drive, Suite 300
Marlton, NJ 08053
Cooney Financial Advisors | Financial Advisor in Marlton ,NJ

Let us help you plan for your furture


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.

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General Information

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

Services

Investment Types:   Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Our Office, Via Phone

Qualifications & Memberships

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

Firm Information

Assets Managed by Firm:   14,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Flat Fee, Based on Assets, Hourly

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FAQs

Why should I choose you as my financial advisor?

I am a CPA with a Personal Financial Specialist credential, and a Certified Financial Planner(TM)

What are your qualifications? What is your education background?

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.

How do you charge for your services?

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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Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

NJ PA
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