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Free IRA eBook!

Six Best and Worst IRA Rollover Decisions

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We'll Help You Climb Your Ideal Financial Mountain

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Dennis A. Cooke

President/ Senior Financial Consultant


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...
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Personalized Strategies

We create strategies that are tailored to your needs and goals.

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Creative Solutions

We encourage our advisors to tailor solutions to their clients. Unique answers for every situation.

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Core Beliefs

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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You Are Our Most Valuable Investment

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Check out our 2021 Tax Rates!

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