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
Sound Advice, Financial Safety First
I have worked in the financial services industry since 1987 and am now in my 36th year of helping Investors. I started my career 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 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 41 years, three boys Dennis Jr, Brandon and Shane, two grandsons Shane Jr and Lincoln and a granddaughter, Kennedy.
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 with my family.
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.