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Cook Legacy Advisors is an investment and financial planning firm dedicated to showing pre-retirement professionals and retirees a path towards the personal financial goals they seek.
55 Cooper St, Woodbury, NJ, 08096, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 5:00 p.m. | |
Tue | 9:00 a.m. to 5:00 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 5:00 p.m. | |
Fri | 9:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
My parents have been with Annmarie for over 20 years and Mark has built his own reputation as being a solid person and advisor. I transferred all my retirement and financial accounts to Mark over 8 years ago. Mark has a very professional and respectful demeanor and I trust him. I had so much confidence in them that I asked my wife when she retired to possibly move her retirement accounts to them. Well 4 years later she has been very happy with the growth of her portfolio. Our two daughters have started accounts with the... read more
My husband and I have worked with Annmarie for many years and couldn’t be happier. Annmarie has a way of making what I consider hard decisions, easy. We have confidence in her recommendations. And this has only improved with the addition of her son, Mark, to the group. Mark is meticulous in his research and his explanations very clear. Our trust has only grown in their ability to lead us to make the right choices through our retirement.
We originally met Mark and Annmarie Cook years ago when they were at Wells Fargo and we’ve been with them ever since. All aspects of their services are second to none! They literally treat us like family and we couldn’t be happier with their advice, knowledge and guidance. They value the relationships they have with their clients and are always available . They are also more than willing to provide information on a level that is easy to understand. I wish we could give them 6 stars instead of 5! 😂
I have been advised by Mark for almost 8 years. He is honest, forthright and knowledgeable. Both Mark and Tom have been quick to answer all my concerns and questions in these ever changing times. I have also been advised by AnnMarie and I consider her to be an encyclopedia of investment knowledge. They have consistently made the correct calls for me. They are a winning team and that's who I want on my side.
We have partnered with Annmarie and Mark for a number of years now. They have managed our finances impeccably and have guided us in the right direction towards retirement. We’ve had very unique situations That require a very high degree of intelligence in this field, and they’ve always been able to come through. Recently, we had an emergency come up and they even contacted us on a Sunday to assist. We are So thankful to have them as our financial advisors and would highly recommend them
Cook Legacy Advisors has a 5 star rating with 1 review.
Cook Legacy Advisors is open now. It will close at 5:00 p.m.