Jacob Cooley, CPA, Financial Advisor

Jacob Cooley, CPA, Financial Advisor Ameriprise Financial Advisor
Areas of Focus:
-Tax Planning Strategies
-Investment Management

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Should you take your Social Security at 62? Wait until you’re 70? Your retirement income deserves a strategy. Reach out ...
06/18/2026

Should you take your Social Security at 62? Wait until you’re 70? Your retirement income deserves a strategy. Reach out to discuss your options.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisi...
06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

06/16/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

They say age is just a number. Social Security says otherwise. Before you file early, let’s connect and look at ways to ...
06/11/2026

They say age is just a number. Social Security says otherwise. Before you file early, let’s connect and look at ways to help maximize your benefits.

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
06/09/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

Cognitive decline impacts more than just quality of life—it can also result in substantial long-term care expenses. The ...
06/08/2026

Cognitive decline impacts more than just quality of life—it can also result in substantial long-term care expenses. The good news? There are proactive steps you can take to help protect both. Let’s connect to explore strategies that can make a lasting impact.

06/06/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

Even years with positive returns can include meaningful drawdowns. I can guide you through the volatility and keep your ...
06/04/2026

Even years with positive returns can include meaningful drawdowns. I can guide you through the volatility and keep your focus on long-term goals. Let’s talk.

Address

150 E Professional Park Court
Bowling Green, KY
42104

Telephone

+12707829824

Website

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