The Boss Sinnott Cooke Group The Boss Sinnott Cooke Group

The Boss Sinnott Cooke Group

3318 W. Friendly Ave

Suite 330,

Greensboro , NC 27410

thebosssinnottcookegroup@truist.com

Phone 336-378-1824

Fax 336-379-1605

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Who we are

We are a multigenerational team with three financial advisors, four support staff members, and over 100 years of combined financial industry experience. Our team is dedicated to our select group of clients, and we focus on advice, guidance, and education. We perform regular client reviews to develop and implement investment strategies to help people address their financial goals.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Our team follows a disciplined process of assessing a client’s financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. Our team also consults on risk management, financial planning, and life event strategies.
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    Locations

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