“I will tell you how to become rich. Be fearful when others are greedy. Be greedy when others are fearful.”
- Warren Buffett

ADVISORS YOU CAN TRUST

At Cote Financial Management our clients can rest easy knowing that our interests are aligned with theirs.  As fee-only registered investment advisors, Cote Financial Management's advisors act as fiduciaries on our clients' behalf. Our unbiased, conflict-free advice, commitment to transparency, and our independent investment platform serve clients well, and help us build strong relationships based on Integrity, Knowledge and Trust.

Interesting finance quotes

RISK MANAGEMENT

​We work with clients to identify and mitigate risk to avoid financial pitfalls through various investment strategies

INVESTMENT PLANNING &
ASSET MANAGEMENT

​Asset allocation and suitability based upon ones goals and risk tolerance

RETIREMENT PLANNING

​Advice and strategies to ensure that your personal retirement goals are met

BUSINESS/CORPORATE SERVICES

​Helping businesses develop proper employee benefit packages (401k, SEP IRA’s and cash management services)

ESTATE PLANNING

​Ensuring the proper and efficient transfer of your wealth to your heirs in the manner that you desire

EDUCATIONAL SAVINGS PLAN

​CFM works with families to develop a solid and realistic plan to finance the rising cost of education

CFM's Core  Financial Disciplines

Cote Financial provides the resources of a large financial firm with the individual attention and
personalized service you deserve.

CONTACT US FOR A FREE CONSULTATION

978.767.9501

steve@cfm.services

Cote Financial

Management 

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

Integrity | Knowledge | Trust

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