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About Us

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.


Our Primary Purpose

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Dennis A. Cooke

President/ Senior Financial Consultant

610-853-4414

dacooke@comcast.net

Sound Advice, Financial Safety First

I have worked in the financial services industry since 1987 and will be starting my 32nd year of helping Investors, having started as a broker with Merrill Lynch in their Media PA office.

I specialize in helping families, individuals and small business owners manage and understand their finances. This includes retirement and 401K plans, investments, insurance, annuities and social security. I recently became an advisor with National Social Security Advisors in order to help clients receive their maximum social security benefits and to understand the many claiming options offered.

I started Cooke Family Financial Services in 2005 in order to spend more time working with and educating clients and their families and to help them prepare for retirement.

My job is to help clients set up multiple streams of income for future retirement needs by coordinating their retirement funds, investments and pensions with their social security income. I specialize in giving clients an overall picture of their future income and help to manage this income in order to minimize taxation during retirement.

Personal: Upper Darby High School graduate – class of 1977.

Florida Atlantic University – BS in Finance

US Army Reservist- Medic – 1978-1984

Worked as a Broker/ Financial Consultant with Merrill Lynch, Prudential Securities, Wheat First Union- Wachovia and Janney Montgomery Scott before starting Cooke Family Financial Services in 2005.

Married to Diana for 37 years, three boys Dennis Jr, Brandon and Shane, two grandsons Shane Jr and Lincoln.

National Social Security Advisor (NSSA)

Recently traveled to Washington DC at the invitation of Allianz Life Insurance of North America to lobby Congress in order to save the tax deductibility of the 401K and 403B retirement plans. I think we were successful!

Hobbies are Golf, travel and spending time at the beach in Ocean City NJ with my family.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.


Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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