Managing your money in motion

Your finances are always fluctuating, but your confidence doesn’t have to. Based in New Jersey, Cook Legacy Advisors is here to guide you through life’s variables, from inheritance to career changes to an approaching retirement, or anything else that affects your financial picture.
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Meet Annmarie Meet Mark

A legacy of creating legacies

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.

Two Cooks are better than one

When you work with us, you get a team perspective. You’ll gain valuable knowledge from both Annmarie’s experience and Mark’s insight.

Planners who are your partners

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.

Meet Annmarie Meet Mark

A solution for every financial need

It all starts with a plan. Our best advice comes from knowing your whole picture.

When it comes to retirement saving, it’s all about what you keep. When it comes to retirement living, it’s all about what you spend. We’ll help you plan both.

Pass on to your loved ones more than your meatloaf recipe (not that we have anything against meatloaf). Having a prepared plan for your family (and the family you choose) is a gift in and of itself.

Experience financial planning that puts you first and stems from taking every financial factor into account.

Consider us your investment plan quarterbacks. We’ll walk you through options based on your plan. Also, we don’t mean to brag, but annuity investing is our niche.

If you feel like insurance policies and options are constantly changing, you are not wrong. We’ll help you navigate the waters, and make sure you have the level of protection that you are after.

When it comes to retirement saving, it’s all about what you keep. When it comes to retirement living, it’s all about what you spend. We’ll help you plan both.

Pass on to your loved ones more than your meatloaf recipe (not that we have anything against meatloaf). Having a prepared plan for your family (and the family you choose) is a gift in and of itself.

Experience financial planning that puts you first and stems from taking every financial factor into account.

Consider us your investment plan quarterbacks. We’ll walk you through options based on your plan. Also, we don’t mean to brag, but annuity investing is our niche.

If you feel like insurance policies and options are constantly changing, you are not wrong. We’ll help you navigate the waters, and make sure you have the level of protection that you are after.

Our financial planning recipe

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Listen first

We believe in never assuming anything. We want to hear from you how you see yourself financially and what you’d like to change.

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Plan before action

Once we understand where you are at financially we can then offer solutions to help you move forward.

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Adjust to taste

Just like a good recipe, the best plans can adjust to personal preference. Your risk-tolerance, life changes, and other factors will be assessed against your plan on an ongoing basis.

Common Questions

We get that there are a lot of misconceptions based on some bad experiences out there. Learn why we are different.

cook legacy clients
Aren’t financial planners really just trying to sell me something?

If you’ve previously had the uncomfortable experience of being sold to in an initial meeting, you’ll find our plan-focused approach refreshing. With no commission or quotas, your success is our only motivation.

Will I be intimidated to invest more than I’m comfortable with?

This is another reason why we start with understanding your financial goals first. Our job is to present you with solutions that fit your life. Not try to make your life fit a model, product or investment.

If my company has a retirement plan for me, why would I need an advisor?

We get asked this a lot. The short answer is that we can help you determine how to best take advantage of your employer benefits in a more personalized way. The long answer has to do with everything we cover as part of your complete plan.

Education

LPL Outlook 2022

LPL Outlook 2022

LPL Research’s Outlook 2022: Passing the Baton is here to provide insight and analysis for the next set of challenges the economy and markets may face.

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