Mott and Associates Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Mott and Associates is a small financial services firm based in Bradenton, Florida. It begins with a profiling process that helps understand a client's broader financial picture and then crafts tailored plans to address aims such as college funding, retirement, and estate planning. The firm provides access to a broad array of investments, including stocks, bonds, mutual funds, and variable annuities, to support these goals.

With nearly 30 years in operation, the firm emphasizes comprehensive, personal service and maintains a reputation for excellence in its local market. Its client base consists of individuals seeking holistic financial planning and investment options to navigate life's various stages. Securities are offered through J.W. Cole Financial, Inc. (JWC), and advisory services are provided through J.W. Cole Advisors, Inc. (JWCA); Mott and Associates and JWC/JWCA are unaffiliated entities.

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