Cotter & Associates

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767 Cortaro Dr
Sun City Center, FL 33573
+1 (813) 634-2000
https://www.cotterfinancial.com

Cotter & Associates, led by founder and CEO Patrick Cotter, specializes in financial advisory services for individuals approaching retirement. With a focus on personalized strategies, the firm aims to help clients achieve financial clarity, security, and peace of mind as they navigate the complexities of retirement planning.

The company employs a comprehensive three-step plan that includes discovering clients' ideal retirement goals, evaluating their current financial situations, and crafting custom-tailored plans to help them achieve those goals. By combining professionalism, transparency, and empathy, Cotter & Associates is dedicated to empowering clients to confidently transition into retirement and pursue their dreams.

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United States›Florida›Sun City Center›Cotter & Associates

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