Cote Financial Management

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2 Nathaniel Cir
Wenham, MA 01984
+1 (978) 767-9501
http://www.cfm.services

Cote Financial Management is a trusted and experienced registered investment advisory firm based in Wenham, MA. Founded in 2010 by Stephen M. Cote, CFP, the company offers unbiased and conflict-free financial advice, acting as fiduciaries on behalf of their clients. With a focus on integrity, knowledge, and trust, Cote Financial Management provides comprehensive wealth planning, asset management, IRA distribution planning, capital needs analysis, and business corporate services.

With a team of certified financial planners, Cote Financial Management is committed to delivering personalized and results-oriented services. They strive to help clients achieve their financial goals and ensure their future financial security. By offering transparent and independent investment solutions, Cote Financial Management builds strong relationships with their clients based on trust and expertise.

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