Richard (Rick) Cote Jr.email
Limestone Advisory Services
Syracuse, NY 13202
Professional Story
Richard E. Cote Jr. (Rick) is the Co-Founder of Limestone Advisory Services and has been serving clients in the insurance and retirement planning field since 1989. A proud U.S. Marine veteran, Rick brings discipline, integrity, and dedication to his work, helping families and business owners prepare for the future with confidence. He holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations, along with a B.A. in History from Washington College. Rick is also an active member of the CNY Estate Planning Council and currently serves on the Upstate Medical University Foundation Investment Committee.
Rooted in both family and community, Rick is married with three adult children who remain a central part of his life. Outside of work, Rick enjoys staying active through golf, skiing, and fitness. He is also a passionate lacrosse fan who loves following the game at every level.
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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