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CooneyAssociates Employee Directory

Financial ServicesColorado, United States2-10 Employees

Cooney Associates operates in the financial services sector as a locally owned wealth management firm serving clients in the Denver metro area. The firm foregrounds a holistic approach to planning, combining cash flow and goal planning, investment management, tax-efficient strategies, and estate coordination to align clients’ finances with their life goals. It emphasizes a collaborative, high-touch experience where the entire team supports each client’s plan, aiming to provide clarity, confidence, and strategic guidance through major life transitions.
Based in Lakewood, Colorado, the firm positions itself as accessible and personable, differentiating itself from more formal underwriting norms by fostering authentic, sustained relationships. Its services are designed for individuals and families seeking long-term financial planning that integrates multiple facets of wealth management, with coordination across partners to ensure cohesive implementation.

Find CooneyAssociates employees' phone numbers or email addresses

CooneyAssociates Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

CooneyAssociates's Leadership

  • Stylized image of a person
    A. B.
    President, Cooney Associates - Investment Advisor Representative, Voya Financial Advisors, Inc

CooneyAssociates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from CooneyAssociates

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. B.
    President, Cooney Associates - Investment Advisor Representative, Voya Financial Advisors, Inc
    Jul 25, 2024

Frequently Asked Questions

What is CooneyAssociates known for?

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CooneyAssociates was founded in 1957 operates in the Financial Services industry. Explore CooneyAssociates's company overview page for more information.

What is CooneyAssociates's most common email format?

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CooneyAssociates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CooneyAssociates email formats with LeadIQ.

How many employees does CooneyAssociates have currently?

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CooneyAssociates has approximately 10 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are CooneyAssociates's key employees and leadership?

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As of August 2026, CooneyAssociates's key employees include:

  • President, Cooney Associates - Investment Advisor Representative, Voya Financial Advisors, Inc: A. B.

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