Lake Mary, FL | Financial Planners
Who We AreAt 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.
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.