We’re dedicated.
We work from two offices and are united in our practice and principles. Every member of our team has dedicated their career to guiding people like you to financial independence, and it’s this commitment that has earned us trust with our clients and communities. Together, our principal advisors have over 100 years of experience and have over half a billion dollars in assets under advisement (as of February 2, 2024).
Armand G. Cote III, CRPC®, CSRIC®
Managing Partner, Financial Advisor Whitinsville Office
Steven R. Larson CFP®, CRPC®, CDFA®
Managing Partner, Financial Advisor Worcester Office
Since 1994, Steven, a managing partner at Larson, Potter, Stratton & Cote Financial, has specialized in crafting retirement, estate, and protection planning strategies tailored to each client’s situation and goals....
Philip Mailloux
Financial Advisor, Gardner Office
Philip Mailloux is a seasoned Financial Advisor with an impressive 24 years of experience, marking his inaugural year at LPSC Financial in 2023. Philip was drawn to LPSC Financial by his appreciation of a team of advisors and staff...
John Potter, CFP®
Managing Partner, Financial Advisor Worcester Office
John has been helping clients reach their financial goals since 1994 by providing comprehensive financial planning, wealth management, and retirement services. As a managing partner at Larson, Potter, Stratton & Cote Financial,...
Drew K. Stratton, CFP®
Managing Partner, Financial Advisor Worcester Office
Charlie Stratton
Financial Advisor
508-749-1120
Jodi Duquette
Office Manager Whitinsville Office
As Armand’s office manager, Jodi provides prompt and courteous service from the Whitinsville office. She smoothly facilitates day-to-day office operations including scheduling, maintenance of client records, and preparation...
Martha Gannon
Registered Paraplanner Worcester Office
Sara Larson
Registered Paraplanner Worcester Office
Sophia Tasopoulos
Administrative Assistant Worcester Office