Cooney Associates
Finance · Colorado, United States · 1-10 Employees
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Overview
Headquarters
6595 W 14th Ave Ste 100, Lakewood, Color...Phone Number
(303) 388-0854Website
www.cooney-associates.comRevenue
<$5 MillionIndustry
About Cooney Associates
Cooney Associates is a relationship-driven wealth management firm located in Metro Denver, dedicated to enhancing clients' financial well-being through personalized consultations and long-term relationships. They offer a range of services including retirement planning, investment management, estate planning, insurance, and tax advice. The firm aims to create a positive impact on every client interaction, viewing clients as part of their family. Their target clients include individuals seeking guidance in managing their finances and improving their relationship with money.Explore more
Cooney Associates Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Cooney Associates
<$5M
1-10
Private
-
1957
HL
Heather LitzVice President, Cooney Associates - Investment Advisor Representative
Cooney Associates Tech Stack
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Frequently Asked Questions Regarding Cooney Associates
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Cooney Associates is a relationship-driven wealth management firm located in Metro Denver, dedicated to enhancing clients' financial well-being through personalized consultations and long-term relationships. They offer a range of services including retirement planning, investment management, estate planning, insurance, and tax advice. The firm aims... Read More
