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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.

Click Here for More Information

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    In the old days of socially responsible investing (SRI), following your conscience tended to come at the cost of at least a few percentage points in lost returns.

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  • Six Hurdles To Overcome In Stretch IRA Planning

    The traditional IRA is a proven vehicle for retirement saving. Contributions you make during your working days may be partially or wholly tax-deductible. These amounts are invested and can compound without being eroded by current taxes. Generally, you'll be making withdrawals, taxed as income, during your retirement, when you may be in a lower tax bracket than you were at the peak of your career.

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  • Managing Mandatory IRA Distributions

    Individual retirement accounts and defined-contribution plans such as 401(k)s let you accumulate funds without paying taxes, but only up to a point.

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1 Eves Drive,Suite 111
Marlton, NJ 08053

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

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