Cookson Financial
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
500 Lake St Ste 205, Excelsior, Minnesot...Phone Number
(952) 401-7697Website
www.cooksonfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Cookson Financial
Cookson Financial, LLC is a Registered Investment Advisor based in Excelsior, MN, specializing in portfolio management and investment planning for a select group of individuals, trusts, foundations, and endowments. The firm prides itself on providing customized service and objective financial advice, free from conflicts of interest often found in larger firms. Cookson Financial combines the personal touch of a small firm with access to world-class financial products through its partnership with Charles Schwab & Co. Their mission is to prioritize clients' long-term interests by developing optimal investment strategies that consider risk levels, retirement needs, and tax implications.Explore more
Cookson Financial Org Chart
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Cookson Financial, LLC is a Registered Investment Advisor based in Excelsior, MN, specializing in portfolio management and investment planning for a select group of individuals, trusts, foundations, and endowments. The firm prides itself on providing customized service and objective financial advice, free from conflicts of interest often found in l... Read More
