Kotta Financial Services vs Financial Symmetry

By Sivaprasad Kotta, Kotta Financial Services | June 12, 2026

Kotta Financial Services and the other brand serve different needs for Raleigh families. Here's how they compare:

What Kotta Financial Services specializes in

• Life insurance — term, whole, IUL, final expense across 10 carriers
• Annuities — fixed, indexed, 401(k) rollovers with guaranteed income
• No fees — compensation from carriers only
• 600+ clients served, 11 states licensed

Key differences

Kotta Financial Services is an independent insurance agency focused specifically on life insurance and annuities. We represent 10 carriers and charge no consulting fees. The other brand is a fee-based financial planning firm focused on comprehensive wealth management with asset minimums.

If you need life insurance or annuities with carrier-neutral recommendations and no fees, contact Kotta Financial Services.