The Feeney Group of Wells Fargo Advisors

Address: 770 TAMALPAIS DRIVE, SUITE 400, CORTE MADERA, CA 94925
Phone: 415-257-2559  |  800/443-9770    Fax: 415/454-5173

Our Group

At The Feeney Group of Wells Fargo Advisors, we believe that great financial advice starts with genuine relationships. As a father daughter team, we've built our practice around trust, connection, and lifelong partnership with our clients. We combine deep industry experience with fresh perspective to deliver guidance that evolves with you, because as life changes, your investment plan should too.<br/>With decades of combined expertise in wealth management, retirement planning, tax-efficient strategies and portfolio construction, we take a hands-on approach. We don't create a plan and leave it on the shelf, we proactively adapt your strategy as your goals, family, and financial landscape shift.<br/>Terry Feeney, Managing Director -Investments, and CERTIFIED FINANCIAL PLANNER? practitioner, has over 40 years of experience in customizing financial solutions and risk mitigation that align with client goals. He holds a Bachelor of Architecture from Kent State University. <br/>Megan Feeney, Financial Advisor, builds comprehensive financial analyses and translates them into clear, client friendly reports that make complex strategies easy to understand. She holds a BS in Environmental Science from University of Redlands, brining a unique analytical perspective to her work. <br/>Clients choose The Feeney Group for our collaborative style, clear communication, and the confidence of having dedicated advisors who know them. Whether you're building wealth, entering retirement, or navigating life transitions, we are here to guide you with care and a long-term vision.<br/>Your life isn't static, and your financial guidance shouldn't be either. We are here to help you plan, pivot, and thrive at every stage.

Our Associate(s): Mindy Ahern Registered Client Associate
Securities Registered in the following states: AK, AZ, CA, CO, DE, FL, HI, IA, ID, IL, KS, LA, MA, MI, MN, MT, NC, NJ, NM, NY, OK, OR, PA, TX, UT, VA, WA, WI
TERRANCE FEENEY CA Insurance Lic. # 0A07534
MEGAN FEENEY CA Insurance Lic. # 4192347
United States: California: CORTE MADERA Branch