Verified recordFinancial Services

Cory Cook

Senior Lead Advisor - Partner at Cox & Cook Wealth Advisors

Based in Dublin, United States

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Seniority

Other

Department

Other

Location

Dublin

Industry

Financial Services

Company size

4

Contact information

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Email

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c•••••••@plans2retire.com

Phone

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Background

About Cory Cook

At Cox & Cook Wealth Advisors, we recognize that we are not all things to all people; we are all things to some people. We provide ongoing, diversely unique wealth advisory management to engaged clients who value authentic expertise in a purposive and proactive environment. Our objective is to take all the pieces of your financial puzzle and put them into place. Cox & Cook Wealth Advisors is a Registered Investment Advisory Firm, offering comprehensive financial and retirement planning to help individuals and business owners reach their financial goals. Our process, the Anchor Point FORMula, helps you pursue your financial independence. The Anchor Point FORMula is designed to continually adjust your plan based on what we call “moments of truth.” From there, we monitor your critical life and financial events to keep your plan on track. The FORMula lets you focus on your Family, Occupation, and Recreation, so we can focus on your Money and the complexities involved. Cox & Cook Wealth Advisors services a multi-million dollar client base Coast to Coast. We cannot accept trade orders through e-mail. Important letters, email, or fax messages should be confirmed by calling (614) 764-2366 or 203-1003.

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