Professional
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Jack D. Cooney's Mission for Your Financial Success "The nice thing about not planning is that failure comes as a complete surprise, and it is not preceded by a period of anxiety."
- John Preston, Boston College Don't be surprised by financial failure. Take control of your financial security with proactive and informed planning. |
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Jack's Mission Statement: Jack D. Cooney, Jr. strives to make a difference amongst his family, friends, community and business, by assisting his clients in achieving their goals and dreams. He enables his clients to provide for goal and dream realization in the event of all likely occurrences: death, disability, retirement, and undercapitalization. |
Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. Similar to other successes in life, like getting into a desired college, being part of a winning sports team, or having a great career, you must set goals and work proactively towards those goals in order to succeed financially. Each financial decision you make and action you take will have a significant impact on your future financial security. As your Wealth Management Advisor, Jack D. Cooney, Jr. will provide the leadership necessary for financial success. Jack will listen to your needs, clarify and help prioritize your goals and aspirations, and develop a financial strategy designed to help you achieve your vision for the future. Let Jack D. Cooney, Jr. help you ensure your financial future is all you want it to be.
Jack D. Cooney, Jr.'s Professional Background: Jack Cooney has been part of the Northwestern Mutual Financial Network since 1986. He is also the managing director for the Bleakley, Schwartz, Cooney & Finney, LLC local district network office.
Graduate of Stonehill College, 1972
Certified Public Accountant, 1975
Certified Life Underwriter, 1998
Licenses - Series Number 7, 26, 63 & 66
 Jack Cooney is a member of the Million Dollar RoundTable ( MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
Jack D. Cooney Jr. is a Member of the Following Organizations:
- Society of Service Professionals
- National Association of Insurance and Financial Advisors
- American Institute of Certified Public Accountants
- The Million Dollar Round Table
- New Jersey State Society of CPA
- Fee Based Planning Group
- Estate Strategies Group
Jack D. Cooney creates investments and insurance programs for individuals, partnerships and public or private corporations. Serving in the capacity of consultant or broker, he assist clients in developing financial strategies that can help them preserve and enhance their assets. Special emphasis is placed on helping clients through a tax efficient implementation of carefully thought-out, custom tailored financial plans. Jack works closely with a group of trusted financial specialists in areas like retirement planning, estate planning, assets allocation, advanced planning and small business planning to help clients ensure that needs are looked at from every perspective. Jack D. Cooney Jr. believes that financial success and community involvement go hand in hand. Making solid investments in the future of his local community is one of his chief values.
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