CFM SERVICES

Asset Management: At Cote Financial Management, we are dedicated to providing our clients with an intelligent and comprehensive investment management service, which will add a substantial value to both our clients' portfolios and their overall financial pictures... CFM specializes in implementing all types of tax advantaged employee benefit packages. Whether you're a large corporation in need of a qualified plan such as a 401k, profit sharing plans, or a small business looking into other alternatives such as a Simplified Employee Pension (S.E.P. IRA) or Simple IRA etc., Cote Financial will help you navigate through the rules and regulation standards to ensure ERISA compliance. We work hand and hand with our clients to find the best fit for our clients business to maximize their tax benefits... At CFM we tailor financial risk solutions to each of our clients' needs based on an individual's risk tolerance and specific goals. And while there are many instruments used to hedge and manage..

Also known as: CFM, Cote Financial Management

Primary location: Wenham United States