Jacob Cooley, CPA, Financial Advisor

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United States
Bowling Green, KY
Jacob Cooley, CPA, Financial Advisor

Ameriprise Financial Advisor
Areas of Focus:
-Tax Planning Strategies
-Investment Management

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05/29/2026

A solid financial plan helps — but regular check-ins keep you on track. Want to get started? Contact me to learn how we can put these tips into practice.

05/28/2026

Plan for the future of your business. Join our exclusive webinar to gain practical insights into helping achieve your financial goals and developing effective business transition strategies.

Learn how to enhance your company’s value and set it on a path to long-term success. Register today. https://bit.ly/4vfH0zA

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

Happy Asian American and Pacific Islander Heritage Month! This month honors the rich histories, cultures, and contributions of individuals and families who have helped shape our communities.

05/22/2026

Would your business suffer if you lost an owner or key employee through retirement, disability or death? Let’s talk about how to help protect the business against the economic consequences the loss of a key person may cause.

05/20/2026

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own build confidence, plan ahead and make long-term decisions.

Read the highlights from Flying Solo: Navigating Financial Autonomy — and if you’re navigating on your own, I'm here to help you turn today’s choices into a plan you can feel good about.

🔗 Learn more: Ameriprise.com/FlyingSolo

05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/18/2026

Having too much cash sitting on the sidelines in a money market fund might seem like a safe move. But history shows that there’s an opportunity cost to playing it too safe. Simply put, cash has less growth potential and most likely won’t help you reach your long-term goals. Even with periodic market downturns, history shows that markets eventually rebound, recoup their losses, and ultimately move higher — outperforming cash by a wide margin.

05/15/2026

You might be tempted to make drastic moves during market downturns. But making investment decisions based on emotions can hurt your long-term growth potential. How? You may lock in losses and miss out on gains when the market recovers. While it’s hard to watch your portfolio fluctuate with the ups and downs of the market, sticking with your long-term strategy may pay off over time.

05/14/2026

Did you know there are five ways to maximize your Social Security benefits? Let’s discuss how you may get the most out of your retirement.

05/13/2026

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident in your plan. Let’s talk.

Address

150 E Professional Park Court
Bowling Green, KY
42104

Telephone

+12707829824

Website

https://www.ameripriseadvisors.com/jacob.cooley/

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