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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 | Closed | |
Fri | 9:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Annmarie and Mark Cook have done an outstanding job as financial advisors. I have benefited greatly from their stewardship. They explain all options in detail letting you decide your path. They are proactive and monitor your portfolio for rebalancing and new opportunities. They truly believe in “paying it forward” as exhibited by the frequent client appreciation events and yearly “Charity dinner “ and holiday charity party. They also believe in teaching financial literacy to their clients and their families. I can say I trus... read more
Annmarie and Mark spent time really understanding our financial wants and needs and custom tailored a plan for us that was innovative but also included a great safety net. We wholeheartedly recommend them.
What a great group to work with. They are knowledgeable and enjoyable to work with. I don’t have to worry about running out of money in retirement.
Awesome party good food and good people.
Cook Legacy Advisors has a 5 star rating with 1 review.
Cook Legacy Advisors is closed now. It will open at 9:00 a.m.