COOKE FINANCIAL GROUP

4.8/5 (75)

Name	COOKE FINANCIAL GROUP
Address	9340 Priority Way West Drive, Indianapolis, IN 46240
City	Indianapolis In
Category	Financial Services
Phone	+1-317-814-7800
Email ID	[email protected]
Speciality	Money Manager Evaluation/Selection/Due Diligence, Wealth Management Planning, Portfolio/Asset Allocation, Estate and Cash Flow Planning, ESG/Socially Responsible Investing, Retirement Planning, Risk Management, Education Planning, Tax& Charitable Planning
About	Cooke Financial Group is one of the best financial services providers in Indianapolis. For over 50 years, they have delivered award-winning investment advice, retirement planning advice, tax and estate planning advice, and more for individual and institutional clients. They have many multi-generational families as clients. The group is deeply connected to their clients, assisting in every facet of their financial lives. The Cooke Financial Group is known for its high client service and deep knowledge base. The five advisors and eight staff have over 250 years of experience serving clients, and professional certifications include CFP, CPA, JD, CIMA, and MBA. The practice is 98% Fee Based, varying per assets under management, and believes its relationships with top money managers worldwide give them a competitive edge. Portfolios are fully customized for every client to meet the specific needs of that individual, family, or institution.
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