Company Information

Get to know Cook & Company CPAs + Wealth Management

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.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Cook & Company CPAs + Wealth Management

United States

Founded in

2002 (24 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.