Cooney Financial Advisors, Inc

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Marlton, NJ
Cooney Financial Advisors, Inc

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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.

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.

10/09/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

10/07/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

10/05/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

10/02/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

09/30/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

09/28/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Address

Marlton, NJ
08053

Website

http://www.cooneyadvisors.com/

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