Edward Jones-Financial Advisor: Michael W Ball

Cotter Financial, led by founder and CEO Patrick Cotter, is dedicated to providing comprehensive financial advisory services tailored specifically for individuals approaching retirement. With a focus on retirement planning, investment management, and wealth preservation, the firm aims to empower clients to achieve financial clarity and long-term security through personalized strategies. The company employs a systematic three-step plan that includes discovery, evaluation, and planning, ensuring clients receive custom-tailored solutions to meet their unique retirement goals. With a commitment to professionalism, transparency, and empathy, Cotter Financial positions itself as a trusted partner in navigating the complexities of financial futures. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Sun City Center, FL area, Stephen Overton will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kevin Warner is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Sun City Center, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.