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Wayne E. Cook, Aif® Ea is listed as Tax Planning Specialist @ WEC ASSOCIATES | Enrolled Agent at WEC ASSOCIATES, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Wayne E. Cook, Aif® Ea.
Wayne E. Cook, Aif® Ea previously worked as Enrolled Agent at Wec Associates and Financial Advisor, Registered Representative at Lpl Financial. Wayne E. Cook, Aif® Ea studied at Bentley University.
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AeroLeads found 1 current-domain work email signal for Wayne E. Cook, Aif® Ea. Compare company email patterns before reaching out.
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.
Listed skills include Tax, Tax Advisory, Investment Advisory Services, Tax Returns, and 15 others.
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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,
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.
Waltham, Massachusetts
As a board member for the City of Waltham Recreation Department help overseeing the development of recreational facilities throughout the city.
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.
Greater Boston Area
Independent Financial Advisor, skilled in Retirement Planning.
Global operations manager for international banking, including letters of credit, import/export financing.
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Wayne E. Cook, Aif® Ea works for WEC ASSOCIATES.
Wayne E. Cook, Aif® Ea is listed as Tax Planning Specialist @ WEC ASSOCIATES | Enrolled Agent at WEC ASSOCIATES.
AeroLeads has found 1 work email signal at @lpl.com for Wayne E. Cook, Aif® Ea at WEC ASSOCIATES.
Wayne E. Cook, Aif® Ea is based in Greater Boston, United States, United States while working with WEC ASSOCIATES.
Wayne E. Cook, Aif® Ea has worked for Wec Associates, Lpl Financial, City Of Waltham, Ma, Bentley University, and Invest Financial Corporation.
You can use AeroLeads to view verified contact signals for Wayne E. Cook, Aif® Ea at WEC ASSOCIATES, including work email, phone, and LinkedIn data when available.
Wayne E. Cook, Aif® Ea studied at Bentley University.
Wayne E. Cook, Aif® Ea is listed with skills including Tax, Tax Advisory, Investment Advisory Services, Tax Returns, Tax Preparation, Finance, Tax Law, and Income Tax.
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