Our Firm

Cook Financial Services is a financial services firm that has brought financial, investment and insurance solutions to business and individuals since 1985. Led by Gary Cook, CFP® since its orgination, Cook Financial Services employs a premier group of retirement and business planning professionals to deliver a full range of brokerage and consulting services to companies and individuals across the Southwest.

In addition to retirement plan design and management, Cook Financial Services offers its clients a gamut of financial, retirement, insurance and employee benefits products and services. It also arranges business planning with regard to buy/sell agreements, business life and key employee insurance, and methods of deferred compensation and estate planning.

Cook Financial Services has become one of the most highly regarded independent insurance and financial services brokers. Involoved in the Dallas/Fort Worth community, it plays a leadership role in the financial lives of its prestigious clients.

Gary Cook, CFP® and Cook Financial Services can also access global resources through valued national affiliates. They include insurance specialists, Third Party Administrators (TPAs), and ERISA , Corporate,Tax and Estate Planning Attorneys. Gary Cook, CFP® is a member of the American Society of Professional Pension Actuaries (ASPPA), National Association of Insurance and Financial Advisors (NAIFA).