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Where is Your Financial Freedom

 

  Learn more about Guided Wealth Portfolios   Charitable Giving Survey

   Click to test your retirement income plan

 

Where is Your Financial Freedom

 

  Learn more about Guided Wealth Portfolios   Charitable Giving Survey

   Click to test your retirement income plan

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Schedule a free call or video conference with us.


  Financial counseling and getting out of debt   Financial planning and investment advice

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Our Team

Learn more about our amazing team of professionals.

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Zack Cockfield

Certified Financial Planner™

CFP®
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Zack Cockfield

Phone: 678-662-7036

Email: isaac.cockfield@lpl.com

Isaac (Zack) Cockfield entered the financial services industry in 1999 as a Financial Consultant and has had the honor and privilege of teaching, coaching, and counseling clients and other advisors on investments and other financial planning issues since. Zack started his career working at Merrill Lynch as a financial consultant and has experience working as an advisor to clients, a Regional Sales Director assisting other advisors and most recently as a Financial Counselor assisting service-members in the Military and Family Life Consultant program.

In 2003 Zack earned the Certified Financial Planner Designation. In May of 2010 he founded Southeastern Financial Consultants Inc as a comprehensive financial planning firm but one that focused on business owners.

We welcome any questions you have regarding working with us or supporting causes we are champions for. Please let us know how we can help you!

Godbless!

Bio
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Marilyn Cockfield

Client Service Associate

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Marilyn Cockfield

Phone: 678-381-6853

Marilyn started her career as a financial advisor at Dean Witter in early 1998. The following year Dean Witter and Morgan Stanley merged. After 9 more years of working with clients at Morgan Stanley and 5 years working with clients at Merrill Lynch, Marilyn decided to move her practice to the largest independent network of financial advisors (LPL Financial)* where she advised clients until retiring from being an advisor in 2017. Marilyn continues to serve our clients as a Client Service Associate.

Bio
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Rosemarie Toole

Administrative Assistant

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Rosemarie Toole

I have been in the financial services business for almost nine years. I’ve done different jobs working at LPL, starting with Transitions Specialist and most recently as an Admin. I enjoy my job as an Admin the most. It allows me to meet many people, to help assist the advisors with any client, reports, open new accounts and special projects. It allows me to learn something new every day.​ I also have an eleven-year-old girl who keeps me busy and on my toes!

Bio
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Joseph Cockfield

Strategic Partner

Attorney at Law
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Joseph Cockfield

Bio
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Lori Ann Scime

Strategic Partner

Certified Financial Planner™
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Lori Ann Scime

Bio
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Stephen Newland

Strategic Partner

Accredited Financial Counselor
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Stephen Newland

Bio

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Latest Blog Posts

Advisor Weekly 12/10/2018

Submitted by The CFO Advisors on December 21st, 2018

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Advisor Weekly 12/03/2018

Submitted by The CFO Advisors on December 21st, 2018

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Advisor Weekly 11/26/2018

Submitted by The CFO Advisors on December 21st, 2018

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (678)532-7372
Fax: (678) 854-8806

Email: isaac.cockfield@lpl.com

6265 Allison Rd , Cumming, Georgia 30040

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