Cottonwood Associates - Sharon, Pennsylvania

Introduction

Nestled in the heart of Sharon, Pennsylvania, Cottonwood Associates has been serving the local community and beyond with distinction since its inception. Situated at 96 N Sharpsville Ave, this esteemed financial institution has carved a niche for itself as a trusted partner for all your financial needs. Let's delve into the intricacies of this renowned establishment.

Main Services

Cottonwood Associates offers a comprehensive suite of financial services, tailored to cater to a diverse range of clients. Their main services include:

• Financial Consultation: The expert team at Cottonwood Associates provides personalized financial advice, helping clients navigate the complex financial landscape with ease and confidence. They work closely with each client to understand their unique financial goals and create tailored strategies to achieve them.
• Investment Management: Whether you're a seasoned investor or just starting your investment journey, Cottonwood Associates offers expert investment management services. They employ a robust, research-driven approach to help clients grow and preserve their wealth.
• Retirement Planning: Planning for retirement can be daunting. Cottonwood Associates simplifies this process, offering retirement planning services that help clients secure their financial future. They guide clients through the complexities of retirement planning, from 401(k)s and IRAs to Social Security and pension plans.
• Estate Planning: An effective estate plan ensures that your assets are distributed according to your wishes after your passing. Cottonwood Associates provides expert estate planning services, including wills, trusts, and probate administration, to help clients protect their legacy and provide for their loved ones.

Location and Access

Cottonwood Associates is located at 96 N Sharpsville Ave, Sharon, PA 16146, United States, in the heart of the city's commercial district. The area is well-connected by public transportation, with the Sharon City Public Library and Sharon Regional Health System nearby. For those who prefer to drive, on-site parking is available, making it convenient for clients to visit the establishment.

Featured Characteristics

Cottonwood Associates is not just a financial institution; it's a community partner. Some of its notable features include:

• Wheelchair-Accessible Facilities: The establishment is committed to ensuring that all clients can access their services. They have a wheelchair-accessible entrance and car park, making it easy for clients with mobility challenges to visit.
• Experienced Team: Cottonwood Associates prides itself on its team of highly skilled and experienced financial professionals. The team brings a wealth of knowledge and expertise to the table, ensuring that clients receive the best possible advice and service.
• Client-Centric Approach: At the heart of Cottonwood Associates is a commitment to putting clients first. The team takes the time to understand each client's unique financial situation and goals, tailoring their services to meet those needs.

Practical Information

Here are some practical details to help you make the most of your visit to Cottonwood Associates:

• Business Hours: The establishment is open from Monday to Friday, 8:30 AM to 5:00 PM. They are closed on weekends and major holidays.
• Contact Information: You can reach Cottonwood Associates at 724-347-5592 or via email through their website.
• Website: The official website, cottonwoodassoc.com, is a wealth of information. It provides detailed information about the services offered, the team, and the company's history.

Positive Aspects from Reviews

Cottonwood Associates has a 5/5 average rating on Google My Business, with 1 review. Here's what one satisfied client had to say:

"I have been using Cottonwood Associates for my financial planning and investment needs for several years now. The team is incredibly knowledgeable and always makes me feel like I'm their top priority. They have helped me navigate my complex financial situation with ease and have always gone the extra mile to ensure my financial future is secure. I can't recommend them highly enough."

This glowing review is a testament to Cottonwood Associates' commitment to client satisfaction and excellence in service.

👍 Reviews of Cottonwood Associates

Daniel N.

5/5

Daniel N.

5/5

Daniel N.

5/5

Daniel N.

5/5