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Home > Financial Planner Directory > New York > Williston Park > Thomas M. Rooney, EA, CLU, CFP®
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Thomas M. Rooney, EA, CLU, CFP®

Rooney, Schmidt and Associates Inc.

101 Hillside Ave
Ste B
Williston Park, NY 11596-2334
Phone: (516) 742-5680
Fax: (516) 742-0377

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.