Over 43 Years of Results
Independent. Objective. Unbiased.
Founded in 1969, the Cooke Financial Group of Wells Fargo Advisors offers a distinctive blend of professional investment consulting and wealth management consulting services.
With more than 180 years of combined experience in the financial services industry, the Cooke Financial Group brings together a wide range of product knowledge to help you prosper in today's investment environment. We believe the depth of our knowledge and experience makes us competitive in many areas:
- Investment consulting for successful individuals and their families, as well as not-for-profit organizations, corporations, retirement plans and trusts.
- Wealth management consulting services, including retirement, education and estate investment planning.
- Corporate and employer-sponsored services: defined contribution, defined benefit, stock option, and deferred compensation plans.
- Access to personal and corporate lending as well as broad-based trust services through affiliates
Backed by the resources of one of the nation's largest brokerage firms, we use advanced technology and investment products and services to help you pursue your dreams throughout your life.
Please click on the link below to see a more detailed list of our awards and accomplishments: