Financial advisor · Carmel, IN · reviewed since 2020
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%98+30.2Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#17 of 41 financial advisorsiPosition by Experts Score among all companies we track in this category. · better than 60%
5.0★★★★★24 Google reviews · 13 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★, last 20 reviewsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Cooke Financial Group holds a perfect 5.0 Google rating from 24 reviews, with the owner responding to 92 percent of feedback. Clients frequently cite long-term relationships spanning decades and praise the firm for providing detailed financial education, tax planning assistance, and personalized wealth management. Reviewers highlight the team's responsiveness, clear communication, and professional guidance, noting that the firm helps investors make informed decisions. No negative patterns or common criticisms appear in the provided five-star excerpts.
Google rating: 5.0 out of 5 from 24 reviews (100% five-star).
Reviews on this page: 24 Google reviews (18 with written comments).
Owner responses: the business replied to 92% of reviews.
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: reliability.
Cooke Financial GroupFinancial Advisors median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Cooke Financial Group: 99/100 on this factor. Category median: 98.A
99
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Cooke Financial Group: 98/100 on this factor. Category median: 98.A
98
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
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ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 100.–
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MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Cooke Financial Group: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 76.–
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Bar = this company · dark tick = category median.
Star ratings
24 Google reviews we collected
5.0of 5
5 stars24100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 18 written reviews
95%praise
Praise2095%
Complaints15%
Topic share
How often each topic comes up in the written reviews
6topics
Would recommend733%
Staff & attitude629%
Quality & results314%
Communication210%
Honesty & trust210%
Speed & response15%
What customers talk about
We read 18 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“We would recommend them to anyone who is looking for a financial institution to manage their money.”
“After over 3 decades of experience with the Cooke Financial Group, we have found them to be honest, knowledgeable, helpful & would recommend them highly.”
“I have personally worked with the cook group since mid to late 90s, and they have done an excellent job.”
“As a younger investor, they’ve taken the time to explain the different avenues of investing and how I can make my money work for me - especially durin…”
“Overall, they've been reliable, professional, and a strong partner throughout the process.”
“They are consistently timely in their responses and make communication easy and efficient.”
praise complaint · found by our text analysis, Google review wording unchanged.
Recent reviews
TTonyLocal Guide · 15 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
We are longtime clients with the Cooke group. We’ve been extremely satisfied with their service. We would recommend them to anyone who is looking for a financial institution to manage their money.
BBob1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
I have personally worked with the cook group since mid to late 90s, and they have done an excellent job.
TTim3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
Our experience since joining the Cooke Financial Family has been terrific
I can only compare our experience with our previous investment broker (national firm). We have received more advice and direction in one year than we received in 30+ years previously.
If you want real personal service with an entire team approach I highly recommend Cooke Financial.
DDonna3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
We transferred our portfolio last year to Cooke Financial Group and they are amazing. The wealth of information they have shared with us is priceless. We have a home in Florida and a home in Illinois and they have given us information to help with taxes. Compared to our last investment broker, Cooke has knocked it…
CCarol2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
After over 3 decades of experience with the Cooke Financial Group, we have found them to be honest, knowledgeable, helpful & would recommend them highly.
DDennisLocal Guide · 12 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
I have known the Cooke' professionally for decades. They have been a great resource for our Foundations
Now that I am retired, I am using them personally and could not be more pleased
We are longtime clients with the Cooke group. We’ve been extremely satisfied with their service. We would recommend them to anyone who is looking for a financial institution to manage their money.
Response from the owner · a month ago
Thank you, Tony. We’re grateful for your many years of support and appreciate you taking the time to share your feedback.
B
Bob North1 reviewiTotal number of Google reviews Bob has written across all businesses on Google Maps, not just this one.
Our experience since joining the Cooke Financial Family has been terrific
I can only compare our experience with our previous investment broker (national firm). We have received more advice and direction in one year than we received in 30+ years previously.
If you want real personal service with an entire team approach I highly recommend Cooke Financial.
Response from the owner · 2 months ago
Thank you, Tim. We’re grateful for your support and appreciate you taking the time to share your feedback.
D
Donna Patton3 reviewsiTotal number of Google reviews Donna has written across all businesses on Google Maps, not just this one.
We transferred our portfolio last year to Cooke Financial Group and they are amazing. The wealth of information they have shared with us is priceless. We have a home in Florida and a home in Illinois and they have given us information to help with taxes. Compared to our last investment broker, Cooke has knocked it out of the ballpark for us! We are so pleased and thankful we found them!
Response from the owner · 2 months ago
Donna, we appreciate you taking the time to leave a review. Thank you for your support of Cooke Financial Group.
J
Jack LevyLocal Guide · 27 reviewsiTotal number of Google reviews Jack has written across all businesses on Google Maps, not just this one.
After over 3 decades of experience with the Cooke Financial Group, we have found them to be honest, knowledgeable, helpful & would recommend them highly.
Response from the owner · 2 months ago
Thank you, Carol. We’re grateful for your many years of support and appreciate you taking the time to share your feedback.
D
Dennis ResslerLocal Guide · 12 reviewsiTotal number of Google reviews Dennis has written across all businesses on Google Maps, not just this one.
I have known the Cooke' professionally for decades. They have been a great resource for our Foundations
Now that I am retired, I am using them personally and could not be more pleased
Response from the owner · 2 months ago
Thank you, Dennis. We’re grateful for your many years of support and appreciate you taking the time to share your feedback.
R
Robert Rush1 reviewiTotal number of Google reviews Robert has written across all businesses on Google Maps, not just this one.
The personalization Cooke brings to every interaction allows me to feel confident about my wealth management. As a younger investor, they’ve taken the time to explain the different avenues of investing and how I can make my money work for me - especially during personal life changes. Through the year(s), I’ve been able to attend information luncheons and webinars - hosting leading financial professionals - giving insights into the financial market and new investment opportunities. They care about their clients and want to ensure clients are set up for long term financial success.
Response from the owner · 2 months ago
Thank you for taking the time to leave a review, Blake. We appreciate your support and are grateful you chose to share your feedback.
