Cooney Financial Advisors, Inc

Home
United States
Marlton, NJ
Cooney Financial Advisors, Inc

Directions Website

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement.

Cooney Financial Advisors Inc is an independent, fee only financial advisory firm committed to helping people achieve their financial goals by providing un-biased advice. Through the use of education and expert advice, we work with you toward the lifestyle you envision. Our mission is to provide you with all the information, knowledge and support you need to keep you on track as you move toward 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 401ks, 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 use 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.

11/02/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

10/30/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

10/28/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

10/26/2026

The truth is a little more complicated with these personal finance idioms.

10/23/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

10/21/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

10/19/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

10/16/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

10/14/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

10/12/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Address

Marlton, NJ
08053

Website

http://www.cooneyadvisors.com/

Alerts

Be the first to know and let us send you an email when Cooney Financial Advisors, Inc posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.