Lake Mary, FL | Financial Planners

Who We Are

At Tim Looney Investments we make it our priority to get to know you as a person. We believe that sophisticated financial planning and investing doesn’t have to be complicated or confusing. Our straight forward approach to financial planning gives people the confidence to know that money won’t stop them from living out their dreams.

Services

Our comprehensive approach covers investing, retirement planning, estate planning, and risk management while focusing on the minimization of taxes and expenses. All of our services can be provided as part of an ongoing process, annual review, or one time financial plan.

Investment Management

We will help you properly allocate your investments in order to generate the growth and income you need while controlling overall risk.

Retirement Income Planning

We work with you to determine how much money you will need to support the retirement lifestyle you desire.

Tax Planning Strategies

We help identify strategies for minimizing taxes. 

Estate Planning

We help you determine the best way to hold and transfer assets.

Investment Firm

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Why Choose Our Firm

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Experienced Investors

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Best Case Stratergy

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Review Your Case

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