COTO Insurance & Financial Services

From Life Insurance to Retirement Planning, we’ve got you covered.

In these challenging economic times, preserving and growing your wealth is a daunting task.  Investment fads, hidden fees, and rising taxes are relentless.  Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted “advice,” and paying too much in taxes, commissions, and fees.  We solve these problems.  It’s who we are.  It’s what we do.

Client Focused

Our business is the delivery of sound fiduciary advice resulting in simple yet sophisticated wealth management solutions.  Our clients consist of a discerning group of individuals, families, and small business owners.  We believe in straight talk, good old-fashioned common sense, hard work, and complete transparency.  Our team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience resulting in the wisdom to offer advice that is best for you.

info@cotoinsurance.com
949-858-7200

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The best preparation for tomorrow is doing your best today.  

H. Jackson Brown, Jr.

Risk comes from not knowing what you’re doing.

Warren Buffet

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J.P. Morgan

Someone’s sitting in the shade today because someone planted a tree a long time ago.

Warren Buffet

Contact Us for More Information

Have questions? Need assistance or a quote?

Use the form below to contact us.

Call 949-858-7200 or email info@cotoinsurance.com to speak with an agent.