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.