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MassMutual financial professional.

Richard "Rick" Cote, Jr.email

  • Professional Story

    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
    Golfing
    Reading

    Affiliations & Memberships

    Charter Financial Consultant
    Certified Life Underwriter
    CNY Estate Planning Council

    Community Involvement

    USMC veteran
    National Ski Patrol, YMCA of CNY Executive Board Member
    Member of the Upstate Medical University Foundation Investment Committee.

  • Languages:
    • English

  • Credentials:
    • CLU®
    • ChFC®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Business Succession Planning
    • Group Benefits
    • Estate Planning
    • Charitable Giving
    • Business Owners
    • Financial Planning ®


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