Cotton Wealth Management Associates
15301 Spectrum Drive Suite 390
Addison,
TX
75001
(214) 420-4440
Today: 8:00 AM to 5:00 PM
Steve was raised and educated in Dallas, and has had a multifaceted career in investments, business, government, public affairs, media relations and marketing for more than 41 years. His professional experience has included wealth management for private clients and churches, business planning and marketing, high-level government relations, and program development responsibilities. He is currently a Registered Representative with LPL Financial, an independent Financial Advisor with Independent Financial Partners (IFP), and is President of Cotton Wealth Management Associates, a financial planning and wealth management firm.
Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed
Products and Services
Retirement Plans
Tax Plans
401(k) and 403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Relocation Tax Issues
State Tax Planning
Individual Tax Planning
Income, Gift and Estate Tax Returns
Bonds, Common Stock, Educational IRA, Brokerage Accounts, Traditional IRA, Roth, SEP, and Simple IRAs, Treasury Bills and Notes, Government Securities, Variable Annuities, Disability Income Insurance, Life Insurance, Long Term Care Insurance
