Bruce Cotter, CLU, ChFC

CONNECT

Address:

Mailing Address:
P.O. Box 701945, San Antonio, Texas 78270

Street Address:
2611 Rim Oak, San Antonio, Texas 78232

OFFICE HOURS
Monday to Thursday 9:00am to 4:00pm
Friday 9:00am to 12 noon

Phone:

210.340.4101 Toll Free: 877.200.1277

Fax/Other:

866.897.5167

Services Offered

 

 

       "Start saving a little money today
  for the older person you will be one day!
        They'll be forever grateful."

 

INDIVIDUALS

  • College Savings Plans including Education Savings Account, Uniform Trust/Gift to Minors and 529 College Savings Plan
  • Disability Income Insurance
  • Individual Retirement Programs (IRA, Roth IRA, 403b)
  • Life Insurance
  • Long Term Care
  • Mutual Funds - creating a diversified portfolio of funds investing in stocks, bonds and specialty investments

 

"Whether you are starting or leaving a job, your company pension plan provides a wonderful opportunity to secure your financial future."

 

 

COMPANIES and SELF-EMPLOYED

  • Company Retirement Plans (Simple IRA, 401K, 403B, Single 401K, Payroll Deduction IRA, Profit Sharing, Defined Benefit) including design, implementation, employee consultation and enrollment and ongoing service.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck