Cook Wealth
4101 Lake Boone Trail, Raleigh, NC 27607
Location & Phone number
4101 Lake Boone Trail # 200, Raleigh, NC 27607, United States
About the Business
Cook Wealth is a finance institution located at 4101 Lake Boone Trail in Raleigh, North Carolina, United States. We provide the tax and financial advising you need to live life empowered, helping you set goals that give your life meaning and structure your finances to achieve those goals.
Stay informed about the 2024 tax changes, learn how to optimize your strategy, and future-proof your finances with our expert advisors. Whether you're planning for retirement, estate planning, investing, or wealth management, we have the knowledge and experience to guide you.
Our team offers personalized services for professionals, business owners, and retirees nationwide. Schedule a no-pressure 30-minute call to ask questions and be matched with an advisor who can help you meet your wealth goals. Take our quick survey to see if our services fit your needs.
At Cook Wealth, we are a registered investment advisor with the U.S. Securities and Exchange Commission. We recommend using Charles Schwab & Co., Inc. as your qualified custodian for investment management services. Enjoy in-person or virtual advising to fit your lifestyle and let us help you navigate your financial future with confidence.
Photos
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"They provide exceptional consulting and support for wealth management, investments, tax concerns, trusts, etc."
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