Cooke Financial Group
www.cookefg.comFounded in 1969, Cooke Financial Group is renowned for superior client service and steady investment advice through market cycles. Based in Indianapolis, our Wealth Advisors are consistently recognized as some of the best in Indiana, and the country, for comprehensive financial planning and wealth management. CFG has earned 2022: - Top 250 Wealth Advisors in America - Forbes / SHOOK Research - #1 Wealth Advisors in Indiana - Forbes / SHOOK Research - Top 1,200 Wealth Advisors - Barron's - 50 Advisors to Watch (Over $1B) - AdvisorHub - Best Financial Advisors in Indianapolis - Expertise.com We offer a distinctive blend of professional investment and wealth management consulting for individuals and their families, as well as for nonprofit organizations, corporations, retirement plans, and trusts. Our team holds a variety of advanced certifications including CPA, JD, CIMA, CFP, and MBA. CFG builds wealth that lasts, with strategies that stand the test of time.
Read moreFounded in 1969, Cooke Financial Group is renowned for superior client service and steady investment advice through market cycles. Based in Indianapolis, our Wealth Advisors are consistently recognized as some of the best in Indiana, and the country, for comprehensive financial planning and wealth management. CFG has earned 2022: - Top 250 Wealth Advisors in America - Forbes / SHOOK Research - #1 Wealth Advisors in Indiana - Forbes / SHOOK Research - Top 1,200 Wealth Advisors - Barron's - 50 Advisors to Watch (Over $1B) - AdvisorHub - Best Financial Advisors in Indianapolis - Expertise.com We offer a distinctive blend of professional investment and wealth management consulting for individuals and their families, as well as for nonprofit organizations, corporations, retirement plans, and trusts. Our team holds a variety of advanced certifications including CPA, JD, CIMA, CFP, and MBA. CFG builds wealth that lasts, with strategies that stand the test of time.
Read moreCountry
State
Indiana
City (Headquarters)
Indianapolis
Employees
11-50
Founded
1969
Social
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Senior Vice President - Wealth Advisor
Email ****** @****.comPhone (***) ****-****Senior Vice President , Wealth Advisor
Email ****** @****.comPhone (***) ****-****Partner - Independent Business Owner
Email ****** @****.comPhone (***) ****-****Operations Specialist
Email ****** @****.comPhone (***) ****-****
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