Thomas M. Rooney,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas M. Rooney, CFP®

EA, CLU,

Rooney, Schmidt and Associates Inc.

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

General

Thomas Rooney is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rooney, Schmidt and Associates Inc. in Williston Park, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA, CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's 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

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