Suzanne L - May 2023
"I have worked with Cook & Associates for 20 years and have found the experience extremely rewarding. Teri and her team provide excellent investment strategies, retirement planning and estate planning. My children (the next generation) are now working with Cook & Associates to build their own portfolios and develop a wealth management plan. I highly recommend their services."
G.M & M.M - May 2023
"Teri Cook and her excellent team have always answered all of our questions and guided us adeptly through the sometimes-daunting world of investment banking. Teri is highly informed, clear and an excellent guide and has helped us to navigate even the most stressful moments financially with excellent results. We feel reassured and grateful for the care of Teri and her able and caring team."
Pam W. - June 2023
"Teri and her team have provided us with great advice and service for 13 years covering both pre and post retirement. The value of a financial advisor is most apparent in a declining market. Teri keeps you on track towards your financial goals and is always prompt in responding to any questions or concerns."
W.A. - June 2023
"My husband and I have been clients with Teri and her team for over 10 years. During this time, she and the team have provided timely and inciteful information regarding our financial portfolio that is aligned to our risk tolerance. Their approach is professional and encouraging. Now our sons are also clients!"
William B - May 2023
"Our financial ‘lifeline’ is almost as important as our health ‘lifeline;’ so, when it comes to investing what could be of greater significance to our overall well-being? I take both very seriously because I once paid the price of not having had a reliable financial advisor, and I’m all the more grateful and relieved having switched my investment portfolio to people I’ve experienced as professional long-term money managers. I want you to know, I have never felt more safe, nor my money better invested and protected than I do today. If you want peace of mind and financial security, there is no-one in the field in my opinion, better prepared to give you the best of both. Trusting your hard-earned saving to Cook and Associates will ensure your financial ‘life-line’ will be secure. You have my word."
David M. - June 2023
“Always prompt, attentive, and courteous service. Highly recommended.”