Cotter Financial Group, LLC is a Florida-based financial services firm helping individuals, families, and small businesses make informed decisions about retirement, wealth, and legacy planning. Founded by Patrick Cotter after a career in investment banking and senior roles at financial institutions, the firm emphasizes clear guidance, a multidisciplinary approach, and a high-touch client experience. Its services include estate planning, income planning, asset preservation, tax mitigation, and risk mitigation, as well as business planning, charitable remainder trusts, and wealth management.

The firm also provides educational videos and invites prospective clients to schedule consultations or request information. Cotter Financial Group offers insurance products and services through appropriately licensed and appointed agents. Investment advisory services are provided separately through Kinetic Investment Management, Inc., a registered investment adviser.

The company encourages clients to consult qualified financial and tax professionals before implementing strategies and notes that investments involve risk and are not guaranteed. Based in Coconut Creek, Florida, Cotter Financial Group’s stated mission is to help clients build wealth and plan thoughtfully for future generations