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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.

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Watch The Video

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    For High-Earners And High Net Worth Americans, Failing To Plan Is A High-Stakes Gamble

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    For many investors, an investment in municipal bonds can be a sweet deal. Like other bonds, munis provide regular interest payments. But whereas interest on Treasury and corporate bonds is taxed as regular income, at a rate as high as 35% plus the applicable state income tax rate, the income from munis is exempt from federal tax and may also avoid state taxes.


  • How To Save For Your Retirement At Every Age

    When should you start saving for retirement? There's no time like the present, whether you're fresh out of school or in the middle of your career. And even if you haven't been able to set aside much, if anything, during your main working years, realize that it's never too late to begin.


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    Taxes are a necessary evil, but you don't want to make matters worse by paying avoidable federal tax penalties. Here are five to avoid:


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  • For High-Earners And High Net Worth Americans, Failing To Plan Is A High-Stakes Gamble

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