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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.

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HeadquartersWoodbury, United StatesEmployees2(1 to 10)Websitecooklegacyadvisors.comLinkedIn profileLinkedIn

Verified contacts

4

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LinkedIn employees

2

1 to 10 range

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Distinct roles

3

indexed titles

Tech stack

1

tools in use

Monthly traffic

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organic / mo

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Top roles at Cook Legacy Advisors

3 distinct titles indexed · top 3 shown.

  • 2private wealth advisor, managing director
  • 1finance intern
  • 1managing director

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