3 advisors with offices in Cookeville. Credentials, fee structures, and minimums are disclosed on each listing.
Cookeville, Tennessee
Bank-Affiliated
One Investment of Tennessee is a bank-affiliated financial services firm in Cookeville that offers investment advisory services through a team of four advisors with over 70 years of combined experience. The firm emphasizes building long-term client relationships through personalized investment strategies and states a mission focused on serving clients and strengthening local Tennessee communities.
View detailsCookeville, Tennessee
Paul Winkler, Inc. is a fee-only registered investment advisor in Cookeville, Tennessee, operating under fiduciary duty to clients. The firm offers investment management, financial planning, and coaching services, with team members holding credentials including CFP® certification and ChFC® designation, along with specialties in retirement planning, income planning, IRA distribution, estate planning, and divorce financial analysis.
View detailsCookeville, Tennessee
SmartPro Financial is an investment advisory firm in Cookeville, Tennessee. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsAdvisors serving Cookeville specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Tennessee's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.