CooneyAssociates
Financial ServicesColorado, United States2-10 Employees
At Cooney Associates, we believe wealth management should feel personal, understandable, & collaborative. We’re a locally owned, high-touch firm in the Denver metro area, focused on helping people gain the clarity, confidence, & strategies they need to live the life they want. We don’t really fit the “three-piece suit” stereotype, & that’s intentional. We’re a close-knit team of real people with families, goals, & challenges, like our clients. We use that to fuel our discussions about planning, investing, taxes, & multigenerational wealth. When you work with one of us, you work with all us & get the collective experience of the entire team behind your plan. Our work is holistic by design: cash flow & goal planning, investment management, tax-efficient strategies, estate planning, & coordinating with your other trusted partners so everything is pulling in the same direction. We walk alongside you through life's big transitions so you’re not making high-stakes decisions alone. Our conversations are real, coffee is usually flowing, & Nala, our unofficial office mascot, has a knack for making even the most serious money talks a little easier. If you’re looking for a long-term planning partner who values both technical expertise & authentic connection, you’ll probably feel right at home with us. Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®,a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge. Important disclosures can be found here: https://www.cooney-associates.com/learn-how Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
1-888-653-2347 
support@leadiq.com 
