Gary W Cotter Certified Financial Planner

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

Cypress Wealth Management, located in Sun City Center, FL, focuses on providing personalized financial advice and planning services to help clients achieve their financial goals. Led by Darren Moran, a seasoned financial advisor, the firm offers a range of services including retirement planning, estate strategies, and investment management tailored to individual needs. Backed by the resources and expertise of a nationally recognized financial services company, Cypress Wealth Management is dedicated to addressing the unique financial challenges of each client. Their comprehensive approach includes educational resources and tools to assist clients in navigating their investment options and planning for a secure financial future. Generated from the website