Client Testimonials

Sue & Joe Terrana wrote:
We have been working with Bruce since 1995. He has always been informative, helpful, concise and an utmost gentleman. Do not be confused by his easy going manner. He is quite knowledgeable and informed.

P.S. He loves scones.

Francis Holguin & Dr. Mary Garcia-Holguin wrote:
My wife Mary and I have been a client of Bruce Cotter for over 15 years.  Our relationship started when we returned to San Antonio from out of State.  As a young couple just starting our careers we did not think nor plan for our future.  Bruce came along and helped us build our financial house.  He has been instrumental in both of us reaching our financial goals and we are close to reaching our retirement goals ahead of schedule. 

Mary and I are both from families where financial planning and investments were not discussed nor practiced.  Both of us come from a Middle Class background where extra income was non-existent.  With Bruce's help we have been able thru the years to plan our financial future as well as ensure that our current wants and needs are met. 

Honesty and integrity are words that come to mind when you think of Bruce.  He will tell you what you need to hear and it may not always be what you want to hear!  His integrity is matched only by his honesty.  He has been a calming voice in the financial storms we face throughout our lives.  He will guide you along the way but he will not push you into anything you do not feel comfortable with. 

He is a calm voice in the chaotic financial world!

Mr T & Scooter

Okay so we are not really clients but we do spend a lot of time in the office making sure the desk stays neat.