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Freddie C

PFS™, Series 63, Series 66

Bowie, MD

Cook Wealth Management, LLC

Freddie Cook is the managing member of Cook Wealth Management, LLC in Bowie, MD, with 14 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. Cook also operates Accurate Tax and Accounting Services, where he provides tax preparation, and is involved in insurance sales through Cook Financial Services, LLC. Cook Wealth Management, LLC is an independent advisory firm that offers financial planning and consulting, facilitating access to third-party portfolio managers rather than directly managing client assets. The firm primarily serves high-net-worth individuals and business entities, focusing on evaluating financial situations, recommending outside managers, and monitoring their performance.

General retirement planning Tax strategies for small businesses General estate planning guidance
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