Peter M. Cote, CFP
Peter M. Cote, CFP, is the President of the FR Investment Group. He is a CFP certificant and an Investment Advisor Representative of LPL Financial. He holds a Series 7, 24, 63, and 65 securities registrations through LPL Financial. Mr. Cote is registered to service clients in CT, MA, RI, NH, VT, ME, FL, NY, AZ, CO, MI, PA, SC, NC, and various other states of the US territories.
Mr. Cote is the Former Director of Investments and Financial Planning for Allmerica Financial-CT, where he was instrumental in forming their Investment Services Department and their Financial Planning Unit under Allmerica Investment Management Company. He spearheaded the Allmerica Financial-CT Service Center, which serviced well over 12,000 policy holders of Allmerica Financial.
At Allmerica Financial, he served on various Investment Advisory Boards. He was a frequent speaker on various compliance and investment related topics at both the local and national level. Additionally, he acted as the Chief Compliance Officer of the local branch, with over 95 direct reporting representatives. He won numerous local and national awards as both a Manager and Financial Advisor attaining the highest honors for sales and integrity.
In 2002, he formed Financial Resources of CT and moved his office from Glastonbury to East Hartford to solely focus on providing financial services for his clients. Now located in Springfield, MA, the firm rebranded as the FR investment Group and services over 500 households and 40 small businesses, who relied on Mr. Cote’s experience during the tumultuous post 2008 Recession years.
Mr. Cote co-authored "A Consumer's Guide to Finding a Financial Advisor," which was published in 2011 and is now being updated for relevance. He facilitated an important partnership with Alden Credit Union. Mr. Cote is an Honors Graduate of the University of CT, where he earned a B.A. in History with a Minor in Finance and Economics. He is married to Flavia Cote, has two daughters, a stepdaughter, a stepson, two active Samoyeds named Jasper and Bella, and a Boston Terrier named Bailey. Mr. Cote has served his community by coaching youth soccer and basketball, along with donating his time to local charities.