Cook Legacy Advisors

Finance · New Jersey, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

55 Copper St, Woodbury, New Jersey, 0809...

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Cook Legacy Advisors

Cook Legacy Advisors offers a range of financial services including retirement planning, personal finance, estate and legacy planning, investment management, and insurance planning. They cater to high-net-worth individuals and small businesses, providing tailored strategies to secure financial futures. With over 100 years of collective experience, the firm emphasizes a plan-driven approach to help clients achieve their financial goals. Their commitment to client engagement is evident through various events and charitable initiatives.Explore more
Cook Legacy Advisors's Social MediaPopular SearchesCook Legacy AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Cook Legacy Advisors Org Chart

PhoneEmail
MC
United States flag for contact location.

Managing Director

PhoneEmail
AC
United States flag for contact location.

Private Wealth Advisor & Managing Director

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Cook Legacy Advisors your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Cook Legacy Advisors

Compare insights from companies similar to Cook Legacy Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cook Legacy Advisors

<$5M
1-10
Private
-
2021
MC
Mark CookManaging Director
<$5M
11-50
Private
-
2023
ZC
Zola CuneginDirector, Client Experience
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2021
SS
Star SmithManager, Operations
<$5M
1-10
Private
-
2019
N/A
<$5M
11-50
Private
-
2020
RM
Reggie MarksRegistered Assistant
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cook Legacy Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cook Legacy Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cook Legacy Advisors.

Top Finance Companies

Frequently Asked Questions Regarding Cook Legacy Advisors

What is Cook Legacy Advisors's official website?
Cook Legacy Advisors's official website is www.cooklegacyadvisors.com
What is Cook Legacy Advisors's Revenue?
Cook Legacy Advisors's revenue is <$5 Million
What is Cook Legacy Advisors's SIC code?
Cook Legacy Advisors's SIC: 62,628
What is Cook Legacy Advisors's NAICS code?
Cook Legacy Advisors's NAICS: 52,523
How many employees does Cook Legacy Advisors have?
Cook Legacy Advisors has 1-10 employees
What industry does Cook Legacy Advisors belong to?
Cook Legacy Advisors is in the industry of: Finance, Insurance, Securities Trading
What is Cook Legacy Advisors competition?
Cook Legacy Advisors top competitors include: Lexus Wealth Management, Uptown Partners Advisory, Bailey & Associates, Aesop Advisor
What does Cook Legacy Advisors do?

Cook Legacy Advisors offers a range of financial services including retirement planning, personal finance, estate and legacy planning, investment management, and insurance planning. They cater to high-net-worth individuals and small businesses, providing tailored strategies to secure financial futures. With over 100 years of collective experience,... the firm emphasizes a plan-driven approach to help clients achieve their financial goals. Their commitment to client engagement is evident through various events and charitable initiatives.Read More

What are Cook Legacy Advisors social media links?
Cook Legacy Advisors Linkedin page
Is Cook Legacy Advisors a public company?
Cook Legacy Advisors is private company therefore does not currently have an official ticker symbol
See more information about Cook Legacy Advisors

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.