James Cooney, CFP, ChFC, CLU FSCP
Certified Financial Planner Professional
In connection with WealthEase—Jim stands for creating holistic financial health through customized planning. Jim joined the financial services industry over a decade ago with the mindset of building lasting client relationships by offering tailored solutions, exceptional education, discretion, and professionalism.
Jim specializes in working with small business owners, families and individuals. Areas of specialty are investments, estate planning, key employee planning, insurance, retirement planning, and tax saving strategies. James wants to make sure that his clients' businesses and personal legacies are financially solid and in good hands for the next generation.
*Jim Cooney is not affiliated with WealthEase and is affiliated with HTK.