info@cooney-associates.com

Home
About Us
Services
Our Process
- At the Center Of You
- Process Diagram (PDF)
Resources
Tools
- Glossary
- Tax Resources
Contact
- Our Location

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: (303) 388-0854

Fax: (303) 388-5573

6595 W. 14th Ave

Suite 100

Lakewood, CO 80214

info@cooney-associates.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2022 FMG Suite.

The financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): AK, AZ, CA, CO, FL, GA, IA, ID, MI, MN, NE, NJ, NM, OH, OK, OR, PA, SD, TX, UT, WA, WY. No

Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group, an Independent RIA. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice.

Please Note: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S. which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.