Wayne E. Cook, Aif® Ea

Wayne E. Cook, Aif® Ea Email and Phone Number

Tax Planning Specialist @ WEC ASSOCIATES | Enrolled Agent @ WEC ASSOCIATES
Wayne E. Cook, Aif® Ea's Location
Greater Boston, United States
Wayne E. Cook, Aif® Ea's Contact Details

Wayne E. Cook, Aif® Ea personal email

n/a
About Wayne E. Cook, Aif® Ea

With over 20 years of experience as a financial advisor and over 30 years of experience as a tax specialist, I help my clients pursue a more comfortable and confident financial future. As an Accredited Investment Fiduciary® (AIF) and a Licensed Enrolled Agent (EA), I have the knowledge and expertise to provide fiduciary guidance and tax solutions for individuals and businesses.I work closely with my clients to understand their needs, goals, and risk tolerance, and to prepare customized investment recommendations that align with their objectives. I also help them navigate the complex tax laws and regulations, and assist them with tax preparation, filing, and representation. By combining financial and tax planning, I aim to optimize my clients' financial outcomes and reduce their tax liabilities. I am proud to be part of LPL Financial, one of the nation's leading independent broker-dealers.

Wayne E. Cook, Aif® Ea's Current Company Details
WEC ASSOCIATES

Wec Associates

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Tax Planning Specialist @ WEC ASSOCIATES | Enrolled Agent
Wayne E. Cook, Aif® Ea Work Experience Details
  • Wec Associates
    Enrolled Agent
    Wec Associates Sep 1986 - Present
    Greater Boston Area
    TAX SPECIALTY IN SUB-CONTRACTORS, SELF-EMPLOYED, SOLE PROPRIETORSWe are your local tax representative; we live here, we work here and we can handle your tax problems; wage or bank garnishment, tax levy or liens, tax payment plans, audits/examinations, tax penalties and unfiled back tax return,
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  • Lpl Financial
    Financial Advisor, Registered Representative
    Lpl Financial Feb 2018 - Present
    Greater Boston Area
    Often times, people fail to properly plan a roadmap of their financial future, Wayne is dedicated to helping his clients pursue a more comfortable and confident financial future. He prepares investment recommendations that take into consideration his clients’ needs, time frames and tolerance for risk. By working closely with Wayne, you gain the benefit of over 15 years of experience in financial/investment and over thirty years of experience in tax planning. As investments and taxes are intertwined, you are gaining the benefit of working with one professional.Wayne holds a Series 7 and 66 securities registrations through LPL Financial. He is an Accredited Investment Fiduciary® (AIF) highly credentialed thorough knowledge of and ability to apply the fiduciary practices. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to see 'Contact Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. LPL Financial privacy policy https://lplfinancial.lpl.com/disclosures/privacy-security/online-privacy-policy.htmlThe LPL Financial Registered Representative associated with this page may only discuss and/or transact business with residents of the following states: CT, FL, MA, NH, NY, and TX.
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  • City Of Waltham, Ma
    Recreation Board Member
    City Of Waltham, Ma Sep 1996 - Present
    Waltham, Massachusetts
    As a board member for the City of Waltham Recreation Department help overseeing the development of recreational facilities throughout the city.
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  • Bentley University
    Tax Advisor Low Income Taxpayer Clinic
    Bentley University Sep 2011 - Nov 2018
    Waltham, Massachusetts
    Tax advisor (Pro Bono) to the Bentley University Low Income Taxpayers Clinic (BLITC). Assist students in working with the IRS & Massachusetts Department of Revenue in settling taxpayer cases.
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  • Invest Financial Corporation
    Financial Advisor
    Invest Financial Corporation Nov 2002 - Feb 2018
    Greater Boston Area
    Independent Financial Advisor, skilled in Retirement Planning.
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  • State Street
    Vice President International Operations
    State Street Mar 1994 - Nov 2002
    Global operations manager for international banking, including letters of credit, import/export financing.
    View
  • Bank Of Boston
    Vice President International Trade Operations
    Bank Of Boston Apr 1977 - Mar 1994
    Greater Boston Area
    View

Wayne E. Cook, Aif® Ea Skills

Tax Tax Advisory Investment Advisory Services Tax Returns Tax Preparation Finance Tax Law Income Tax Tax Accounting Accounting Budgets Tax Research Small Business Investment Advisory Quickbooks Microsoft Office Management Irs Us Tax

Wayne E. Cook, Aif® Ea Education Details

Frequently Asked Questions about Wayne E. Cook, Aif® Ea

What company does Wayne E. Cook, Aif® Ea work for?

Wayne E. Cook, Aif® Ea works for Wec Associates

What is Wayne E. Cook, Aif® Ea's role at the current company?

Wayne E. Cook, Aif® Ea's current role is Tax Planning Specialist @ WEC ASSOCIATES | Enrolled Agent.

What is Wayne E. Cook, Aif® Ea's email address?

Wayne E. Cook, Aif® Ea's email address is wa****@****lpl.com

What schools did Wayne E. Cook, Aif® Ea attend?

Wayne E. Cook, Aif® Ea attended Bentley University.

What skills is Wayne E. Cook, Aif® Ea known for?

Wayne E. Cook, Aif® Ea has skills like Tax, Tax Advisory, Investment Advisory Services, Tax Returns, Tax Preparation, Finance, Tax Law, Income Tax, Tax Accounting, Accounting, Budgets, Tax Research.

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