Peter M. Cote, CFP®, is the President of FR Investment Group, bringing more than three decades of experience in the financial services industry. Since beginning his career in 1990, he has earned a reputation for thoughtful leadership, disciplined decision-making, and a deep commitment to strengthening the financial well-being of the individuals, businesses and organizations he serves. Peter holds Series 7, 24, 63, and 65 securities registrations through LPL Financial and is licensed in AL, AZ, CT, FL, IL, MA, ME, MI, MS, NC, NH, NJ, NY, OH, PA, RI, SC, VA, and VT.
In 2002, Peter founded Financial Resources of CT, now FR Investment Group, with a vision of building a boutique firm defined by integrity, professionalism, and client-centered service. Under his leadership, FR Investment Group has grown his Springfield based business into a multi-office practice in Worcester, MA, Newton, MA, and Windsor, CT. He personally advises more than 1,000 households and 75 small businesses. His guidance has helped the firm navigate periods of significant economic disruption, including the aftermath of the 2008 financial crisis and the 2020 COVID-19 pandemic, while maintaining its long-standing focus on service and stability.
Peter is a strong advocate for financial education and remains deeply committed to expanding financial literacy within the community. He leads workshops and seminars on budgeting, investing, and retirement planning, bringing clarity and practical insight to these core topics. He also partners with local nonprofit organizations, offering financial perspective that supports their strategic direction and mission-focused initiatives.
Peter’s leadership extends beyond the firm through his active involvement in community and philanthropic initiatives. Separately, he dedicates time to mentoring emerging professionals in the firm’s Financial Advisor Internship Program, supporting their development as future industry leaders. Additionally, Peter mentors student-athletes from the UConn Men’s Hockey Team, providing tailored guidance to help them succeed both on and off the ice. He is also a member of the 1839 Boston University Society, a dedicated supporter of the Boston University hockey team, and contributes educational resources to their NIL program.
Peter co-authored A Consumer’s Guide to Finding a Financial Advisor – Bringing Together Investors and Advisors to Promote Greater Transparency. He is an honors graduate of the University of Connecticut, he earned a B.A. in History with a Minor in Finance and Economics. Committed to growth and insight, Peter continually seeks new knowledge to stay engaged with evolving perspectives in his field.
Peter lives in Massachusetts with his wife, Flavia, and their energetic pups. When he’s not at the office you can find him perfecting his swing on the golf course, rallying on the pickleball court, staying active through regular fitness routines, or out enjoying long walks with his beloved Samoyeds.