Expertise.com Rating
Review Sources
- 5.0 (2)
Why choose this provider?
Cooke Financial Group provides client-centric service and investment advice through market cycles. Its wealth advisors offer comprehensive financial planning and wealth management consulting for individuals and their families, as well as for nonprofit organizations, corporations, retirement plans, and trusts. Based in Indianapolis, Cooke Financial Group has been fulfilling the financial needs of a diverse clientele for more than 50 years. It has been ranked by Forbes / SHOOK as the #1 Best-In-State advisor in Indiana from 2018 to 2022.
- Wealth Management
- Family Office Resources
- Retirement Planning
- Certified Financial Planner (CFP)