Retirement planning and wealth management. We utilize simple, proven techniques aimed at helping families and small businesses build and preserve lasting financial security.
401K Rollovers, Annuities, Asset Mgmt, Estate Planning Strategies , Fixed Income, IRA Plans, Life Insurance, Municipal Bonds, Professional Portfolio Mgmt, Trust Accounts & Services, Lending Prods
Insurance Coverage That Fits Your Life
The Statera Wealth Experience is designed to "Bring It All Together!" That means more than just managing your investment portfolio. It means Full Comprehensive personal/business financial planning.
We provide payment processing software and point of sale equipment to businesses. Our goal is to provide value, savings and transparency to each business.
The Cottonwood Group is a Wealth Management team with Wells Fargo Advisors. We offer Wealth Management, Risk Management, Tax Efficient Investing, Legacy Planning, Cash Management and much more.