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.

It's normal to feel awkward discussing your finances, but there are worse things....Which one of these made you cringe t...
09/07/2026

It's normal to feel awkward discussing your finances, but there are worse things....
Which one of these made you cringe the most?

09/04/2026

Being a Managing Director and being a partner of Cooley & Lowe means every week is a bit of a rollercoaster.
Fellow manager and business owners, what are your days like?

You don’t need to know everything. You just need to be willing to start.What’s one money topic you wish someone would ex...
08/31/2026

You don’t need to know everything. You just need to be willing to start.

What’s one money topic you wish someone would explain in plain English?

08/25/2026

Initial conversations can feel like interrogations. They're absolutely not in my book. Our first meeting is about getting to know you; what you're about, and what matters most to you as a person. The details come in time!

08/21/2026

Collaboration is about complimentary skill sets, after all. ✨

08/17/2026

We hear it all the time "I'll reach out to schedule my next appointment"--and we believe that is with good intent! But we all get busy...here's a friendly reminder we're happy to help get you on the calendar before it slips your mind!

08/13/2026

MaKenna was actually all for it, so. 👍🙃

08/11/2026

When life feels like a lot, listen to your inner voice. Especially if it’s telling you to reach out to me so we can get started on your financial plan.

08/11/2026

Ughhh don't you hate it when the paparazzi shows up at work? 📸

Still thinking about Annual Meeting 2026…A few weeks ago our team headed to Annual Meeting, and we’re still talking abou...
08/07/2026

Still thinking about Annual Meeting 2026…

A few weeks ago our team headed to Annual Meeting, and we’re still talking about everything we brought home.

From reconnecting with friends from across the country to sharing the success of our internship program on stage, it was one of those weeks that reminds you why this work is so meaningful.

This year’s theme was Multiply Our Momentum, and every keynote, breakout session, and conversation challenged us to think a little bigger about how we can better serve our clients and grow as a team.

Did we also enjoy incredible food, plenty of laughs, and wrap it all up with a Benson Boone concert?

Absolutely. Professional development comes in many forms.🫡

We’re back with fresh ideas, renewed energy, and even more excitement for what’s ahead at Cooley & Lowe.

Address

19 Campion Road
New Hartford, NY
13413

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