Financial Answer Center
Bruce McCook
Investment Executive
804-934-4480
11001 W. Broad St.
Glen Allen, VA 23060
Bruce McCook is an Investment Professional with over 25 years of experience in Investment planning. Bruce advises his clients on retirement planning, 401k/403b rollovers, income planning and many other investment opportunities. Bruce holds an Accredited Asset Management Specialist (AAMS) designation and holds a B.S. degree in Finance and Business Administration from Longwood College. Bruce enjoys educating his clients and creating a personalized experience by taking the time to fully understand his clients' financial needs based on their individualized situation, objectives and stage in life in order to meet both short and long-term goals.
Your resource for information, tools, and FREE downloadable "Quick Guides" to help you better understand your financial needs, and find the person that can help.
 |
- Basic Investing Strategies
- Are Fixed Annuities for you? - Watching the market - Age and diversification |
 |
- Disability Insurance
- Life Insurance - Health Savings Accounts - Long-Term Care Insurance |
 |
- Sending children to college
- Financial Aid - Savings vehicles - Savings bonds |
 |
- What is a basic will
- Provide for your loved ones - Estate and Gift taxes - What's your estate worth |
 |
- IRAs
- Annuities - Retirement income - Make your Savings Last |
 |
- Medicare
- Social Security - Investment Strategy - Plan Distributions |
 |
- Managing Investments
- Changing Jobs - Distributions - 403(B) / 457 Plans |
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. MEMBER FINRA/SIPC. First Capital Investment Group is a trade name of the bank. Infinex and First Capital Bank are not affiliated.
- NOT A DEPOSIT
- NOT FDIC-INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT GUARANTEED BY THE BANK
- MAY GO DOWN IN VALUE