Cook Wealth Management Group Employee Directory
Financial ServicesNorth Carolina, United States11-50 Employees
As life becomes more complex, money starts to feel overwhelming. Our team helps to handle your finances, so you can live life empowered. We know life is complicated and it’s a challenge to feel confident in financial decisions you make on your own. Our experienced team of financial advisors, tax experts and investment managers partner with you to create a smart, customized financial strategy that fits your life stage, circumstances and priorities. We’ll support you in every aspect of your financial life so you can have a clear plan to do what matters most to you. You’ll be able to give more, save more and have the flexibility and resources to face any challenge. We’re a boutique firm with the expertise and collective knowledge to handle: • Financial services • Investments • Tax consulting and optimization • Estate planning • Retirement planning • Business changes and succession planning Based in Raleigh, North Carolina, we work with clients all over the country. When you’re ready to work with a team who values you and your finances, call Cook Wealth. Cook Wealth, LLC was awarded one of the top places to work in the Triangle area on 8/15/24 for the 2024 year. The award was created by Triangle Business Journal and measures key areas that make up an organization's culture including compensation, benefits, trust in senior leadership, employee engagement, and more. Each question on the survey is associated with a response option, which is associated with a numerical value, which is used to calculate an overall score and determine each organization's rank. Direct compensation has been provided by Cook Wealth, LLC to be considered for the award, but did not influence the criteria for the award being granted.
1-888-653-2347 
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