At Tim Looney Investments, LLC we offer comprehensive financial planning tailored to your individual needs. It is our priority to get to know you as a person so that we can deliver the best possible service and solutions.
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.
Our areas of expertise include: