“I will tell you how to become rich. Be fearful when others are greedy. Be greedy when others are fearful.”
- Warren Buffett
We work with clients to identify and mitigate risk to avoid financial pitfalls through various investment strategies
Asset allocation and suitability based upon ones goals and risk tolerance
Advice and strategies to ensure that your personal retirement goals are met
Helping businesses develop proper employee benefit packages (401k, SEP IRA’s and cash management services)
Ensuring the proper and efficient transfer of your wealth to your heirs in the manner that you desire
CFM works with families to develop a solid and realistic plan to finance the rising cost of education
Cote Financial provides the resources of a large financial firm with the individual attention and
personalized service you deserve.
978.767.9501
steve@cfm.services
Contact:
2 Nathaniel Circle, Wenham, MA 01984
Phone : (978) 767-9501
Fax : (978) 767-9503
Email : steve@cfm.services
Why Us:
Certified Financial Planners
Fiduciary
Personal Service
Results Oriented
Unbiased Advice