Jim Cote Email & Phone Number

Boston, Ma, Us

Greater Boston Area

There are many out there that can offer Financial Planning assistance to you and your family, and I ask that you consider my services. Many years of valuable experience in financial services coupled with my wife Albie and I having a combined famliy of 10 children, provides you with someone who has "walked the talk." Albie and I can relate to virtually any situation you may find yourself in, and we are professionals that can get you the right answer, or the right resources!! We welcome a conversation on our services. We are well known, having been consulted on every major media network TV, and radio programs. Thank youWith Concord Wealth Management since January 2014. Additionally, a licensed broker/instructor with the Foundation for Financial Education Institute. www.LearnFES.com . Overall 20+ years of Financial Services experience.PROVIDING THE FINANCIAL SOLUTIONS YOU NEED TO HELP REALIZE ALL OF LIFE'S POSSIBILITIES1. IRA'S, Pension Plans, Life Insurance, 401K rollovers.2. Educational workshops in the workplace.3. Financial planning for individuals, couples, or families.4. Risk Management to include: Life Insurance and Disabililty Income Protection InsuranceConcord Wealth Management offers clients a boutique-firm feel with big-firm service and support. We believe there's no single more important factor in life than the value of strong, personal relationships. That's why we're focused on delivering personal care and attention to each and every client.We serve individuals, families and small businesses throughout the New England area guiding our clients to financial solutions for all of life's stages.

Greater Boston

Your Financial Plan!!! My vast experiences in personal financial planning are available to those that feel they need guidance or even a 2nd opinion. My family of 10 children, and over 40 years in face-to-face client planning provides is a blessing to me and a plus for your situation!!!!

Newton, Ma

The Selective Service Bureau still exists and is in place should the USA need to reinstate the draft. The purpose of the local Board member is serve on the quasi-judicial body (Draft Board) that assists those citizens challenging their draft status to receive all of the guarantees of law.

Greater Boston Area

Accomplished Mediator that works in the small business, small claims court and family dispute resolution field. Meet the full qualications as required by the Commonwealth of Massachusetts.

Greater Boston Area

Our MissionHarvard Street Neighborhood Health Center will serve as the primary health resource to our community, through the delivery of comprehensive patient-centered medical care.Our VisionWe believe all people have the right to high quality, available, accessible healthcare. We will partner with our community to positively impact the general health of our patients.

Newton, Massachusetts, United States

Served in a voluntary unpaid role as the License Commissioner, and only left as we moved out of the city. Many thanks to Mayor Fuller for entrusting me with such a critical role in city commerce.

Newton, Ma

City Councilor at Large, Ward 3, City of Newton, MA. Experiences gained throughout my career in financial services, financial services recruiting, and community service beginning with my service in the Marine Corps qualifies me to run for this position.

Greater Boston Area

In this position I have established myself as a premier resource for the senior executive in transition. Known as a "networker" and more importantly a connector I can assist senior executives, in their career transition. All are welcome to contact me for the variety of resources that I may be able to provide to your career search.

Waltham, Ma

My staff and I developed the premier recruiting model for Accounting Management Solutions. Assisting executive candidates in the professional search of new roles and matching them with perfect employment opportunities for their skill set. Additionally, we generated a large volume of temporary positions for our AMS temp staffers to fill. We were highly successful and profitable to such an extent that even though we purchased the recruiting group from AMS they were quick to re-enter the permanent recruiting business even though they said they would not!!!

Established the Worcester office of a major national employment GIANT. We successfully filled executive roles from Central Mass to Boston.

Pittsfield, Massachusetts Area

Agency Manager of a highly ranked MetLife sales and distribution office. Our office located with GE in the Berkshires specialized in family financial planning, pension planning, and small business wealth management.Expertise in life insurance, mutual funds, annuities, pension plans, business succession planning.

25Th Marines, Worcester, Ma

First Sergeant in the premier fighting force in the world, served as a great community service launching platform as we assisted people all over the world!!

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bachelor Of Applied Science (Basc), Business Administration And Management, General

Associate'S Degree, Business

Education record