Armand G. Cote III, CRPC®, CSRIC®

Armand G. Cote III, CRPC®, CSRIC®

Managing Partner, Financial Advisor Whitinsville Office

Armand, a managing partner at Larson, Potter, Stratton & Cote Financial, has been providing financial advice and wealth management services to clients across the country since 1996. Analytical by nature, Armand uses his problem-solving skills to build financial solutions customized for each client.

Clients have come to rely on Armand’s ability to listen to their concerns and educate them on their options in an easy-to-understand manner. “I love numbers and being able to explain their importance within comprehensive financial planning,” he said. From an early age, Armand recognized that financial literacy is a key driver of economic wellness.

Armand’s career began as a result of his own quest for financial security and was fueled by his desire to empower others with financial wisdom. “I want my clients to feel that they have control over their financial lives and that proper planning and education are the keys to making good decisions,” he says. “We enjoy and celebrate our clients’ successes.”

As a small business owner, being approachable is very important to Armand. “We are a large firm with a boutique feel and on-demand, personal service that is flexible and accessible. " Also, the firm’s family feel is no act. Armand has worked with family members throughout his career.  

Armand is a Chartered Retirement Planning Counselor™ (CRPC®), a Chartered SRI CounselorSM (CSRIC®), and holds the FINRA Series 7, 63, and 65 securities registrations. As a Chartered SRI CounselorSM, Armand incorporates fiduciary responsibilities and best practices for sustainable, responsible, and impact (SRI) investments in his portfolio construction. He also holds numerous state securities and insurance licenses. He earned a BA with honors from Assumption College in management and a minor in French. He is a member of the Financial Services Institute (FSI), which works to ensure client access to competent and affordable financial advice through a network of independent financial advisors.

Outside of work, Armand enjoys playing basketball, fishing, and hiking. He’s a member of the Harmony Club, a nonprofit organization that supports charitable causes and offers scholarships to those in need. He is an active supporter of various charitable causes throughout central Massachusetts and the Blackstone Valley. He lives in Upton, Massachusetts, with his wife, Susan, and their children, Armand IV “AJ" and Michelle.

Vista Club
 

Armand Cote III is proud to have been recognized as a Vista Club advisor for 2022—a distinction based on annual production that places him among the top 26 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.