Sound Advice, Financial Safety First
I have worked in the financial services industry since 1987, starting 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 have recently added a relationship with Nationwide Insurance for long term care policies for individuals and couples, as well as adding a viatical settlement license to buy life insurance policies from my clients.
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 and enjoy 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 (Clendening) since 1982. We have three sons, Dennis Jr, Brandon and Shane, and four grandchildren, Shane Jr and Kennedy, Lincoln and Evellyn. (Hoping for one more president!)
Several years ago, I 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 with my family.