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.

06/16/2026

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.

06/09/2026

Summer is here! And C&L Summer School is in session!
First up:🎓MaKenna | Day 1 | The Stock Market

Let's be honest, sometimes when you hear financial terms you nod your head in understanding when you're not really sure. 👀

We're here to help change that.

Follow along with us for the next 12 videos as we unpack, demystify and explain financial concepts.

They're about 20 seconds each, so you can claim to be learning something in the middle of your scrolling session.

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

May Recap: Putting the GAL in GALA 💃Last month, C&L was honored to attend both the Mayor’s Benefit Gala and the MMRI 195...
06/08/2026

May Recap: Putting the GAL in GALA 💃
Last month, C&L was honored to attend both the Mayor’s Benefit Gala and the MMRI 1958 Gala.
While we love a reason to dress up, these nights were about much more than cocktails; they were about supporting organizations creating real impact in our community.

The Mayor’s Benefit Gala (images 1-3) raised funds for The Abraham House as it works to grow from 2 to 10 homes to meet increasing local need. Proceeds from the MMRI 1958 Gala (4-6) will support groundbreaking research in cardiovascular disease, lupus, PTSD, autism, and other complex diseases, bringing hope to families in the Mohawk Valley and beyond.

Shoutout to 'The Men of Cooley & Lowe' --Gary and Steven for being plus ones with plus two charisma!😎

06/04/2026

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

06/03/2026

When it comes to your career, it’s time to start thinking outside the box. As a financial advisor, you’ll have room to grow with a company backed by some of the strongest financial ratings in the industry. Reach out to learn more.

05/29/2026

Wait...you already know about my social content before our first meeting?!

We love an informed client. 💅💅💅

05/28/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

Address

19 Campion Road
New Hartford, NY
13413

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