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Eric A. Mote, CFP®

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

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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

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