CooneyAssociates Employee Directory

Financial ServicesUnited States2-10 Employees

Established in 1957, Cooney Associates is a locally owned provider of financial services, dedicated to providing our clients with holistic financial advice, investment advisory services, and financial planning services. We are a full service, personal touch wealth management firm with over 86 years of combined industry experience. Our investment professionals work as a team to help our clients navigate the evolving investment landscape and pursue their financial goals. 

Our team can assist you with financial and retirement planning, estate and succession planning, insurance strategies, tax planning strategies, philanthropic planning, and investment management. There are many financial products in the market, so choosing the ones that may best meet your needs can be complicated. Dedicated to providing suitable products, we will guide you here as well.

It will be our pleasure to be of service to you by guiding you with your ongoing financial needs. Our approach is straight forward and our objective is simple: to help you plan and to help you invest, so that you can live the life you desire, now and in the future. 

At Cooney Associates, we exist to provide our clients the freedom to plan and envision the exact image they want, invest confidently in endeavors most conducive to its composition, and live a life rich with the satisfaction of watching it come together.

We look forward to building a relationship with you and being of service to you for your lifetime and generations to come. 

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 separately owned and 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

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