Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies *
- Retirement investing and distribution strategies *
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early? *
- Are my investments working hard enough? *
- What’s the best approach for college savings? *
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Thomas M. Rooney through his affiliation with Avantax.
Tom is the President of Rooney, Schmidt & Associates Inc. He received a Bachelor of Science Degree from Marist College and a Master of Arts Degree from the State University of New York at Albany. He has attended educational programs at...
Tim is the Vice President of Rooney, Schmidt & Associates. He received a Bachelor of Science Degree from the State University of New York at Oswego. He is a Certified Public Accountant who has passed the Uniform CPA exam, developed and...