Over 40 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 150 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.

Below is a list of our accomplishments we have received over the years:

 

MARKET TOPIC OF THE WEEK

  
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

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