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Financial Services • Woodbury, New Jersey, United States • 1-10 Employees
Key Contact at Cook Legacy Advisors
Annmarie Cook
Private Wealth Advisor, Managing Director
Company overview
| Headquarters | 55 Cooper St, Woodbury, New Jersey 08096, US |
| Website | |
| NAICS | 52 |
| Keywords | Personal Finance, Insurance Planning, Retirement Planning, Estate Planning, Investment Management, Legacy Planning |
| Founded | 2021 |
| Employees | 1-10 |
About Cook Legacy Advisors
Your finances are always in fluctuation; however, your confidence doesn’t have to be. Based in New Jersey, Cook Legacy Advisors is here to guide you through the variables that life presents you with, be it an inheritance, changing jobs, approaching retirement, or anything else that affects your financial picture. As a Mother and Son team, our Investment and financial planning knowledge has been passed down through generations so that it can be passed on to you and your family. When you work with us, you get a team perspective. You’ll benefit from both Annmarie’s experience and Mark’s insight. What we want for every client is for them to feel in control of their own financial choices. Our job is empowering them to do so.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Cook Legacy Advisors has 1 employees across 1 departments.
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Number of employees
Funding Data
Cook Legacy Advisors has never raised funding before.
Cook Legacy Advisors Tech Stack
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