Terms Of Service

"These terms and conditions govern the use of SMS services provided by Cotter Financial Group, LLC. By subscribing to the service, you agree to be bound by these terms and conditions.

 

-To subscribe to the SMS service, the User must opt-in by providing their mobile number to Cotter Financial Group, LLC.

 

-The User acknowledges that message and data rates may apply. Cotter Financial Group, LLC is not responsible for any charges incurred by the User.

 

-The User acknowledges that they may receive up to 1-2 messages per week.

 

-The User may opt-out of the SMS service at any time by replying "STOP" to any Message received.

 

-Cotter Financial Group, LLC will promptly stop sending Messages to the User upon receipt of the opt-out request.

 

Disclaimer of Liability

 

Cotter Financial Group, LLC will not be liable for any loss, damage or inconvenience caused by the use of the SMS service.

 

The User assumes all risks and responsibility for the use of the SMS service.

 

By subscribing to the SMS service provided by Cotter Financial Group, LLC, the User agrees to be bound by these terms and conditions. If the User does not agree to these terms and conditions, they should not subscribe to the SMS service."

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Mission Statement​

© 2025 | Built, Powered & Developed by:​ ePIC Services Company

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

 

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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By checking this box, I agree to receive recurring promotional and personalized marketing text messages (e.g., cart reminders) from Cotter Financial Group at the mobile number provided. Consent is not a condition of purchase. Message & data rates may apply. Message frequency varies. Reply HELP for help and STOP to cancel. By clicking submit you agree to our [Terms & Conditions] and [Privacy Policy].

    patrick@cotterfinancialgroup.com​

    6810 N. State Rd 7, Coconut Creek, FL 33073

Contact Info​

954-617-8107

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Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.​

Cotter Financial Group, LLC

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954-617-8107

patrick@cotterfinancialgroup.com​