Founded in 1961 by William H. Cook, Cook & Company, Inc. has grown into a comprehensive financial services firm. Its mission is to provide excellent, confidential service while maintaining the highest level of integrity. The company combines traditional CPA services, such as tax preparation, accounting, and business valuation, with wealth management services, including financial planning, investment management, and retirement strategies, to offer a holistic financial approach for its clients. Wealth management and investment services are offered through a partnership with Avantax.

Founded in

United States