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CONEENY INVESTMENT MANAGEMENT LLC: Your Trusted Financial Expert
CONNEENY INVESTMENT MANAGEMENT LLC is a leading financial advisory firm with a team of highly experienced professionals who provide expert financial guidance to their clients. The firm operates with the core belief that every individual and business deserves access to sound financial advice in order to make informed decisions about their money.
How does the advisor help clients – Key Takeaways:
- Expert financial advice
- Personalized approach
- Comprehensive financial planning
- Long-term partnership
- Extensive industry knowledge
Facts and Insights
Founded in 2005, CONEENY INVESTMENT MANAGEMENT LLC has been providing top-notch financial services to clients for over 15 years. With a team of over 20 advisors, the firm has a wealth of industry expertise and knowledge that they bring to the table to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 20+ | 15+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
- Individuals
- Businesses
- Non-profit organizations
- Trusts & estates
- Retirement plans
Fees & Compensation
CONNEENY INVESTMENT MANAGEMENT LLC operates as a fee-only advisory firm, meaning they do not receive any commissions or incentives for recommending specific financial products. This ensures that their recommendations are always in the best interest of their clients. They have a transparent fee structure and are fully committed to providing value for their fees.
Background
The team at CONNEENY INVESTMENT MANAGEMENT LLC is led by John Conneeny, a Certified Financial Planner (CFP) with over 25 years of experience in the financial industry. He is supported by a team of experienced professionals who are dedicated to providing exceptional financial guidance to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, CONNEENY INVESTMENT MANAGEMENT LLC is held to the fiduciary standard, which means they are legally obligated to always act in the best interest of their clients. The firm also has a strict code of ethics that all advisors must adhere to, ensuring integrity and transparency in all client interactions.