MaKenna N. Cooley, CHFC, CFP

MaKenna N. Cooley, CHFC, CFP Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from MaKenna N. Cooley, CHFC, CFP, Financial planner, 19 Campion Road, New Hartford, NY.

06/25/2026

Summer is here! And C&L Summer School is in session!
Next up: 🍎 Steph | Day 6 | Roth vs Pre-Tax

Pay taxes now or later?

That’s the basic question behind Roth and pre-tax contributions.

The answer isn’t the same for everyone, but understanding the difference is a great place to start.

**For educational purposes only. Not financial advice. Investing involves risk.**

06/24/2026

You deserve to live with a little more confidence and a lot less second guessing. I can help you get that by helping you set up your financial plan.

06/23/2026

Summer is here! And C&L Summer School is in session!
Next up: 🎓MaKenna | Day 5 | What does investing actually mean?

“Investing” is one of those words everyone uses but rarely defines.

At its core, it’s simply putting money toward something with the goal of potential future growth. Shown here... like watering a plant and then waiting for it to grow.

The details matter, but understanding the concept comes first.

**For educational purposes only. Not financial advice. Investing involves risk.**

06/19/2026

The quarterly business meeting held this month in Canandaigua was paradise.

Great to see so many friendly faces, hear insights from top tier colleagues, and learn new skills to improve what we do every day.

And the location was just *chefs kiss* 🤌😙

06/18/2026

Summer is here! And C&L Summer School is in session!
Next up: 🍎Stephanie | Day 4 | Stocks vs ETFs

One of the biggest misconceptions we see is that all investments work the same way.

Today’s lesson covers a simple distinction that can help make financial conversations easier to follow.

**For educational purposes only. Not financial advice. Investing involves risk.**

06/17/2026

The right financial plan makes it easier to feel confident about what’s next. I can help you put one together that would impress any dad.

06/16/2026

Summer is here! And C&L Summer School is in session!
Next up: 🍎Stephanie | Day 3 | What is an ETF?

If you’ve ever nodded along when someone mentioned ETFs while secretly wondering what they meant…

You’re not alone.

Today’s Summer School lesson breaks down one of the most common investment terms in plain English.

**For educational purposes only. Not financial advice. Investing involves risk.**

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get start...
06/15/2026

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get started.

06/11/2026

Summer is here! And C&L Summer School is in session!
Next up: 🍎Stephanie | Day 2 | What is a stock?

Many people hear terms like “stocks” every day but never get a straightforward explanation.

Financial confidence starts with understanding the language.

Today’s lesson: what a stock actually is.

**For educational purposes only. Not financial advice. Investing involves risk.**

06/10/2026

Let me help you get the right financial plan in place, so the big stuff AND the little stuff feel lighter. Let’s get started on yours today.

Address

19 Campion Road
New Hartford, NY
13413

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