COONEY FINANCIAL AD VISORS INC

Firm Profile

KEY CONTACTS
Tom Cooney, (856) 988-0688,
tomc@cooneyadvisors.com
Sean Cooney, (856) 988-0688,
marylis@cbsfunding.net
Sharon M. Stadul, (440) 717-1600,
seanc@cooneyadvisors.com
WEBSITE cooneyadvisors.com

Primary Market(s) Served
Micro – (< $1 million)
Small – ($1 million – $10 million)

OPTIONS AVAILABLE
• Participant Advice/Participant Services
• Allows Fiduciary Declaration 3(21)/3(38)
• Plan Design Consulting