CooneyAssociates

Cooney Associates is a locally owned provider of financial services, established in 1957. With over 86 years of combined industry experience, the company offers holistic financial advice, investment advisory services, and financial planning services. The team assists clients with financial and retirement planning, estate and succession planning, insurance strategies, tax planning strategies, philanthropic planning, and investment management. They strive to provide suitable products to meet clients' needs in the complex market of financial products.

While the company's approach is straightforward, their objective is to help clients plan and invest to achieve their life goals. They aim to provide clients with the freedom to plan and envision the life they desire, as well as invest confidently in endeavors conducive to its composition.

Cooney Associates' dedication to guiding clients with their ongoing financial needs positions them as a solid partner for individuals and generations to come. Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC, while investment advisory services are offered through The AmeriFlex Group. It's worth noting that Osaic Wealth is separately owned and independent of other entities and/or marketing names, products, or services referenced.

With a rich history and a commitment to personalized wealth management, Cooney Associates continues to provide essential financial services to its clients and stands as a reliable player in the financial services industry.