Cottrill, Arbutina Financial Services, Inc., specializes in comprehensive wealth planning to help individuals pursue focused goals to provide a range of investments and income to meet their needs. Our advisors provide a personal service, understanding each client’s needs and personality to pursue the results best tailored for them.

We help clients develop a comprehensive set of objectives, after a complete review of their current financial situation, and assist them in creating their own personal investment strategy. Often this includes issues related to investment selection, wealth transfer to the next generation, asset protection, and efficient day to day wealth management.

We prefer to be compensated through a fee structure, meaning we are paid to work in our clients’ best interests, and not solely based on the products we recommend, unlike many of our competitors.

The firm’s professionals are licensed in 14 states – Arizona, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia and West Virginia.

Our services include the following:

• Comprehensive financial planning*
• Investments;
• Tax planning and compliance;
• Retirement planning;
• Estate planning;
• Business owner succession planning;
• Key employment benefits planning; and
• Group benefits (including qualified retirement plans)

We use LPL Financial's Wealth Vision to serve as your personal financial homepage, consolidating all of your information in one highly secure location. View the Wealth Vision system.

* Tod R. Arbutina and Donald W. Angel are Registered Representatives with and offer securities, financial planning and fee based services through LPL Financial, Member FINRA / SIPC.