Richard E. Cote, Jr.

Credentials:
  • CLU®
  • ChFC®

Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Business Succession Planning, Group Benefits, Estate Planning, Charitable Giving

Languages: English

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Education

Washington College (1982-1986) USMC (1987-1990)

Hobbies

Cycling
Skiing
Hiking
Reading

See Richard’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Richard

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Financial Partners of Upstate New York – Syracuse Office

Satellite Office

308 Maltbie Street, Suite 101
Syracuse, NY 13204

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CRN202102-243242