Mott & Associates

Finance · Florida, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

415 32nd St W, Bradenton, Florida, 34205...

Phone Number

(941) 746-3216

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Mott & Associates

Centrus Financial Strategies specializes in comprehensive retirement planning for hardworking professionals in Florida, helping them navigate the transition from wealth accumulation to financial independence. Their services encompass tax-aware planning, personalized investment strategies, estate planning, income strategies, and risk management, all designed to align with clients' values and goals. The firm emphasizes a centered approach to financial planning, ensuring that clients' dreams, legacies, and lifestyles are at the forefront of every decision. Centrus aims to provide clients with the confidence and clarity needed to live a fulfilling retirement.Explore more
Mott & Associates's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Mott & Associates Org Chart

PhoneEmail
VW
United States flag for contact location.

Director, Financial Planning

PhoneEmail
SW
United States flag for contact location.

Director, Client Services & Marketing

PhoneEmail
LP
United States flag for contact location.

Director, Operations

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.
MA
United States flag for contact location.

Financial Para Planner

PhoneEmail
JR
United States flag for contact location.

Financial Para Planner

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Mott & Associates

Compare insights from companies similar to Mott & Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mott & Associates

<$5M
1-10
Private
-
1982
VW
Vikki WeaverDirector, Financial Planning
<$5M
1-10
Private
-
1994
MR
Mary Ann ReynoldsOffice Manager
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
Illustration of an envelope

Mott & Associates Tech Stack

A closer look at the technologies used by Mott & Associates

Top Finance Companies

Frequently Asked Questions Regarding Mott & Associates

What is Mott & Associates's official website?
Mott & Associates's official website is www.centrusfs.com
What is Mott & Associates's Revenue?
Mott & Associates's revenue is <$5 Million
What is Mott & Associates's SIC code?
Mott & Associates's SIC: 62,628
What is Mott & Associates's NAICS code?
Mott & Associates's NAICS: 52,523
How many employees does Mott & Associates have?
Mott & Associates has 1-10 employees
What industry does Mott & Associates belong to?
Mott & Associates is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Mott & Associates competition?
Mott & Associates top competitors include: RW Wealth, VISTA Wealth Strategies, Radnor Financial Advisors, Fulcrum Wealth Advisors
What technology does Mott & Associates use?
Some of the popular technologies that Mott & Associates uses are: WooCommerce, WordPress.org, PHP, Smarsh
How do I contact Mott & Associates?
Mott & Associates contact info: Phone number: (941) 746-3216 Website: www.centrusfs.com
What does Mott & Associates do?

Centrus Financial Strategies specializes in comprehensive retirement planning for hardworking professionals in Florida, helping them navigate the transition from wealth accumulation to financial independence. Their services encompass tax-aware planning, personalized investment strategies, estate planning, income strategies, and risk management, all... designed to align with clients' values and goals. The firm emphasizes a centered approach to financial planning, ensuring that clients' dreams, legacies, and lifestyles are at the forefront of every decision. Centrus aims to provide clients with the confidence and clarity needed to live a fulfilling retirement.Read More

What are Mott & Associates social media links?
Mott & Associates Linkedin page Mott & Associates Twitter page Mott & Associates Facebook page
Is Mott & Associates a public company?
Mott & Associates is private company therefore does not currently have an official ticker symbol
See more information about Mott & Associates

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.