Broker Check
Jim Cooney, CFP ® FSCP ®

Jim Cooney, CFP ® FSCP ®

At Empire Wealth Strategies, I stand for creating long-term strategies with clients by diagnosing their goals and aspirations, and helping them achieve full financial health. I joined the financial industry with the mind-set of building intimate client relationships, offering education and comfort, knowing their financial and estate affairs are handled discreetly and professionally. Communication, full disclosure, and personal relationships are at the heart of my practice.

I specialize in working with small business owners, young families and individuals looking to be educated about their money in the New York tri-state. I help clients achieve their unique long-term goals through a comprehensive, holistic program of investments, estate planning, key employee planning, insurance, retirement planning and tax saving strategies. I want to make sure that clients can afford to retire and travel, have money to put their children through school or be able to make sure their businesses are financially solid and in good hands for the next generation.