Cookson Financial LLC
500 Lake Street, Excelsior, Minnesota 55331
About the Cookson Financial LLC
Cookson Financial LLC is a finance institution located at 500 Lake Street in Excelsior, Minnesota, United States. As a Registered Investment Advisor, Cookson Financial specializes in security analysis and portfolio management, offering expert and objective investment advice to individuals, trusts, foundations, and endowments. With a focus on providing customized service to a select clientele, Cookson Financial ensures personalized financial planning free from conflicting influences.
Partnered with Charles Schwab & Co., Cookson Financial offers access to top-tier financial products and services, combining the personal touch of a small firm with the resources of a global financial leader. Committed to putting clients' long-term interests first, Cookson Financial follows Modern Portfolio Theory to create diversified portfolios tailored to individual risk levels, retirement needs, and tax implications, aiming to maximize returns while minimizing volatility.
Managing Partner Matthew L. Cookson brings over 22 years of financial analysis experience to the firm, with a background in stock trading, brokerage, and real estate development. With licenses in securities, investment advising, and real estate, Matt's expertise and passion for the financial markets drive Cookson Financial's mission to help clients achieve financial comfort and success. Additionally, Cookson Financial is dedicated to giving back, pledging to donate a portion of income from charitable accounts to worthy causes each year.
Photos of Cookson Financial LLC
500 Lake St #205, Excelsior, MN 55331, United States
Opening hours of Cookson Financial LLC
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
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