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Business Profile

Wealth Management

Cooke Financial Group

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Wealth Management.

Visit Website(317) 814-7800Email Business
See Hours
Operating Hours
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
Closed
Closed

About

Overview

Cooke Financial Group

9340 Priority Way West Dr

Indianapolis, IN 46240-1468

Get DirectionsView Service Area

Years in Business: 56

BBB Accreditation & Rating

Cooke Financial Group is NOT a BBB Accredited Business.

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

Why choose a BBB Accredited Business?

About This Business

The Cooke Financial Group is an independent financial advisory that provides unbiased investment strategy to help families and institutions achieve financial peace of mind.

Products and Services

Financial Planning, Investment Planning, Wealth Management, Estate Planning, Retirement Planning, Asset Allocation, Risk Management, Budgeting, Tax Minimization Strategies, Money Manager Selection, Exit Strategies, Concentrated Stock Positions, Multigenerational Planning, Education Tuition Planning, Corporate Retirement Plans, Investment Policy Creation, Portfolio Construction, Portfolio Review and Monitoring, Investment Manager Research, Capital Markets, Investment Management, Risk Management, Research and Analysis, Asset Allocation Modeling, Cashflow Management, Non-traditional Assets

Business Details

Local BBB:
BBB Serving Central Indiana
BBB File Opened:
4/25/2023
Business Started:
1/1/1969
Business Incorporated:
8/18/2016
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
CFG, LLC
Business Management:
Mr. John Cooke, Owner/Partner
Mr. Brian Cooke, Owner/Partner

Additional Contact Information

Principal Contacts
Mr. John Cooke, Owner/Partner
Mr. Brian Cooke, Owner/Partner
Customer Contacts
Mr. John Cooke, Owner/Partner
Additional Email Addresses
Primary: Email this Business
Complaint: Email this Business
Inquiry: Email this Business
Sales: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Wealth Management, Financial Planning Consultants, Investment Advisory Services, Financial Consultants, Investment Management, Estate Planning and Management, Portfolios

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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