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Home > Financial Planner Directory > Iowa > Cedar Rapids > Eric A. Mote, CFP®

Eric A. Mote, CFP®

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Mote Wealth Management, LLC/Fee-Only Financial Planning

4300 Northwood Drive NE

Cedar Rapids, IA 52402

Phone: (319) 393-4020

Fax: (888) 688-8434

Toll-free: (877) 814-0920

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
Attending College
Budget & Debt Management
401(k)/403(b)/IRAs
Charitable & Planned Giving
Asset Allocation
Investment Management
Mutual Funds
Retirement
Sudden Wealth
Women's Finances

How Planner Charges

Fee Only

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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