The Feeney Group
The Feeney Group is built on a simple belief: meaningful financial advice starts with knowing the people we serve. We take the time to understand your goals, values, and family priorities so we can provide thoughtful guidance tailored to your life.
Our clients are more than accounts, they are relationships that often span generations. As active members of our local communities, we are committed to helping people make informed decisions and build confidence in their financial future.
From left to right: Erica Stelling, Client Assistant; Patrick Feeney, Financial Advisor, Managing Director; Sal Planells, Financial Advisor; Meg Garrison, Client Assistant.
Our clients are more than accounts, they are relationships that often span generations. As active members of our local communities, we are committed to helping people make informed decisions and build confidence in their financial future.
From left to right: Erica Stelling, Client Assistant; Patrick Feeney, Financial Advisor, Managing Director; Sal Planells, Financial Advisor; Meg Garrison, Client Assistant.
Family
Guidance for every generation.
From education planning to wealth transfer, help your family navigate important financial decisions today and in the future.
From education planning to wealth transfer, help your family navigate important financial decisions today and in the future.
Retirement
Plan for the retirement you envision.
Explore strategies to help turn your savings into income and enjoy the lifestyle you've worked hard to achieve.
Explore strategies to help turn your savings into income and enjoy the lifestyle you've worked hard to achieve.
Investment
Build a strategy with purpose.
Create a personalized investment plan designed to help you grow, preserve, and manage your wealth with confidence.
Create a personalized investment plan designed to help you grow, preserve, and manage your wealth with confidence.
Estate
Protect what matters most.
Create a plan to help preserve your legacy, care for loved ones, and ensure your wishes are carried out.
Create a plan to help preserve your legacy, care for loved ones, and ensure your wishes are carried out.