Mark Cook

Your financial plan is all about you and achieving your goals

Providing guidance with your overall financial security in both protection with insurance and financial planning for life events and retirement

What We do

We provide guidance with your overall financial security in both protection with insurance and financial planning for life events and retirement.

Wealth Management

We help you build, preserve and manage wealth to pursue your financial goals.

Investment Management

We provide active investment strategies across public and private markets.

Sales and Trading

We help you navigate sales, trading, and market-making services.

Sustainable Investing

We focus on scalable investment products that fit your goals.

Research

Integrated analysis of companies, sectors, and markets, helping you with your most critical decisions.

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LEGAL DISCLAIMER

The Cook Financial is an independent firm not affiliated with Money Concepts Capital Corp.

All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Investments are not FDIC/NCUA insured. No bank or credit union guarantee. May lose value. Money Concepts Advisory Services is a Registered Investment Advisor with the SEC.

PRIVACY

We take privacy very seriously. Everything you share with us is confidential to you and the firm. At The Cook Financial we follow industry standards around privacy, if you ever fear a privacy issue please let us know so we can get it resolved. For more information on what steps we take to ensure your privacy please read it here.

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