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Peter M. Cote, CFP

Peter M. Cote, CFP

President

Peter Cote is the President of FR Investment Group, and brings over 30 years of expertise to his financial services. In 2002, Peter originally founded Financial Resources of CT, which has transformed into FR Investment Group with offices in Springfield, MA, Newton, MA, and South Windsor, CT. He graduated with honors from the University of Connecticut earning a degree in History and a Minor in Finance and Economics. Since the start of his professional career, he has established a reputation for his dedication to guiding clients, strategic leadership, and navigating periods of significant economic disruption. He continues to assist individuals and businesses gain financial confidence and create long-term wealth.

Peter maintains Series 7, 24, 63, 65 securities and registrations through LPL Financial and has active licenses across a variety of regions. Peter is a prominent advocate for financial literacy within the community and actively works to promote financial education. He frequently oversees workshops and seminars on retirement planning, budgeting, investing, and translating complex financial topics. He has helped expand the firm’s financial literacy initiative, “Empower Financial Literacy,” which aims to bring accessible financial education to  all. Peter also works alongside nonprofit organizations to contribute financial insight and help them strategically plan to meet their missions. In addition to the community outreach Peter does, he focuses on fostering growth within the company as he oversees the Financial Advisor Internship Program, founded in 2017 and rooted in mentorship.

Beyond his advisory role, Peter mentors student-athletes from the UConn Men’s Hockey Team. He provides personalized guidance to help them excel on and off the ice. He is a member of the 1839 Boston University  Society and a devoted supporter of the Boston University hockey team, and he helps strengthen their NIL program by providing educational resources. He co-authored A Consumer’s Guide to Finding a Financial Advisor– Bringing Together Investors and Advisors to Promote Greater Transparency, which highlights the importance of understanding the different types of advisors and how they can benefit you.

Peter is recognized for his achievements by the community he continues to impact and those around him. In 2025, he was named one of LPL Financial’s top advisors in their Masters Club program and continues to obtain excellence.