445 Broad Hollow Road,
Financial Independence Starts Here
Holistic financial strategies tailored to your goals.
We are a Client Centered comprehensive financial services firm committed to helping you improve your long-term financial independence. Our customized programs are designed to pursue your financial goals by utilizing state of the art products and delivering an unprecedented level of personalized service while putting your needs first.
The financial planning services is ongoing, involving various steps. Sean Rooney and his team can assist you with your financial plan. The end result is a plan which can and will change over time due to process and variations in your circumstances such as changes in health status, changes in career, family changes, and many other life events. Just like life is always in motion, a good sound financial plan can and should be modified to suit changing goals.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at . We look forward to hearing from you.
We stay focused on market trends, so you don't have to.
We create strategies tailored to your goals.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Whether you're facing retirement – or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions.