Our Mission

The firm's mission is clear:

We believe that objective financial guidance is a fundamental need for everyone.

Thousands of financial advisors nationwide rely on LPL Financial to help manage their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information on LPL Financial, visit www.lpl.com.

EDUCATION

Bruce has been a financial consultant serving clients in the Havertown area since 1992.

For 25 years, Bruce Cooke has helped clients pursue their retirement dreams. His firm specializes in working with employees nearing retirement and retirees to help plan their future, preserve their wealth and protect their legacy; This is done by working with each individual family to build a comprehensive retirement roadmap geared toward their specific goals and expectations.

Bruce's story began in college where he earned a Bachelors of Science degree in Financial Management from Saint Josephs University. Once he graduated he starting working with American Express Financial Advisors, where he learned the depths of financial planning and investing. He joined LPL Financial in 1997 and spent 6 years until he witnessed first-hand the devastating impact of the market turmoil that followed 9/11. In 2003 he went into the Bank Channel as a Financial Advisor, working for Wachovia and Citizens until 2017 when he re-joined LPL Financial.

The 14 years working in the Bank Channel helped Bruce gain a whole different level of personal financial management.