Cook Pierce Financial Management, serving Decatur and the greater Atlanta area since 1989. Insurance and annuity products and services are offered through Cook Pierce Financial Management, LLC (“Cook Pierce”). Investment advisory services are offered separately through Dexter Pierce, an investment adviser representative of Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Non-investment advisory services, including the sale of fixed insurance products, are not provided by or through Foundations. Nothing on this website constitutes investment, legal or tax advice, and neither Cook Pierce nor its agents or representatives may give tax or legal advice. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment, insurance product, annuity or planning strategy is suitable for any specific person. Nothing on this website is an offer to sell, or a solicitation of an offer to buy, any security or insurance product.
Any comments stating or implying safe and secure investments, protection benefits, steady and reliable income, and/or guaranteed income streams refer only to fixed insurance products that are regulated by state insurance regulators and do not refer to any securities-based investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength and claims-paying ability of the issuing insurance company and are not guaranteed by any bank or the FDIC. Annuities may be subject to fees, surrender charges and holding periods that vary by insurance company. Investments in securities involve the risk of loss, including a total loss of money invested. Any historical performance data is solely illustrative and provided as general information. It is not a prediction of future results or a representation of past results for any specific client.
Personalized investment advice can only be provided after you engage Foundations, sign the required documentation (including a client agreement), and receive the required disclosures. Personalized insurance and annuity recommendations can only be provided after you engage Cook Pierce and receive the required disclosures. Services are only offered where Cook Pierce, Foundations and their representatives are properly licensed or exempt from licensure, and each firm reserves the right to accept or reject any prospective client. Please consult a qualified professional before making any purchasing decision. For more information about Foundations and Dexter Pierce, visit https://adviserinfo.sec.gov and search by firm name, individual name, or CRD #175083.
