1515 Buenos Aires Blvd, Lady Lake, FL, 32159
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Patrick is the founder and retirement income planning specialist at Cotter Financial Group, LLC, spending a few hours per week on workshops and building referral networks. Patrick is also an independent licensed insurance agent since 1990, selling life, health, and annuity products in Florida.