Bruce Cotter, CLU, ChFC

You may be wondering, who is Bruce and why should I deal with him.

What I believe in

Since 1969 I have made an effort to provide clients with impartial financial advice. If you give me honest information, I will attempt to put myself in your shoes and suggest investment strategies or retirement options that you might consider. The choice is yours.

What do the initials stand for after my name

The CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) are designations given by The American College. They really mean I took the time to learn and pass the required tests. I have attended the College of Insurance, and obviously have many years of practical experience.

How do I get paid

I get paid through the sale of investments or insurance products (disability income, health and life insurance). Please remember you are the one who makes the choice. Your priorities are my priorities. I am not captive to any company or any product. You, like me, are an individual and each of our needs are different.

If you would like someone to guide you down the path, I would appreciate your consideration. What I will not do is push something down your throat. You need to be comfortable with my suggestions and make up your own mind.