Stratton & Cote Financial

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

108 Grove St Ste 306, Worcester, Massach...

Phone Number

(508) 234-7200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
1
1
1
1
1
1

About Stratton & Cote Financial

Larson, Potter, Stratton & Cote Financial specializes in scenario-based financial planning and asset management, aiming to empower clients through education and personalized solutions. They offer a wide range of services including retirement planning, tax strategy, estate planning, and multi-generational wealth management. The firm is dedicated to serving individuals, households, and businesses, tailoring their financial plans to meet unique goals and needs. As independent financial advisors, they prioritize client interests and uphold a fiduciary standard.Explore more
Stratton & Cote Financial's Social MediaPopular SearchesStratton & Cote FinancialEngland FinancialAscension Financial SolutionsSteven R Larson, CFP, CRPC, CDFAAscension Financial Solutions IncSIC Code 62,628NAICS Code 52,523Show more

Stratton & Cote Financial Org Chart

PhoneEmail
JP
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Managing Partner, Financial Advisor

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MG
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Licensed Paraplanner

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MB
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Advanced Planning Consultant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stratton & Cote Financial

<$5M
1-10
Private
-
2023
JP
John PotterManaging Partner, Financial Advisor
<$5M
1-10
Private
-
1997
MS
Michelle SandbergChief Financial Officer
<$5M
1-10
Private
-
2005
DT
Daniel TuckerCo-Founder & President
<$5M
1-10
Private
-
1990
CR
Cheston RoneyRegistered Principal, Branch Manager
<$5M
1-10
Private
-
1997
JB
John BacciFounder & President
<$5M
1-10
Private
-
1999
LH
Lindsey HardyDirector, Operations
<$5M
1-10
Private
-
2012
LW
Lauren WeberDirector, Communications
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stratton & Cote Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stratton & Cote Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stratton & Cote Financial.

Stratton & Cote Financial Tech Stack

A closer look at the technologies used by Stratton & Cote Financial

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Frequently Asked Questions Regarding Stratton & Cote Financial

What is Stratton & Cote Financial's official website?
Stratton & Cote Financial's official website is www.lpscfinancial.com
What is Stratton & Cote Financial's Revenue?
Stratton & Cote Financial's revenue is <$5 Million
What is Stratton & Cote Financial's SIC code?
Stratton & Cote Financial's SIC: 62,628
What is Stratton & Cote Financial's NAICS code?
Stratton & Cote Financial's NAICS: 52,523
How many employees does Stratton & Cote Financial have?
Stratton & Cote Financial has 1-10 employees
What industry does Stratton & Cote Financial belong to?
Stratton & Cote Financial is in the industry of: Finance, Securities Trading
What is Stratton & Cote Financial competition?
Stratton & Cote Financial top competitors include: 44 North Financial Partners, Tucker-Haskins and Associates, Michael Roberts Associates, Foundation Financial Advisors
What technology does Stratton & Cote Financial use?
Some of the popular technologies that Stratton & Cote Financial uses are: DocuSign, Drupal, reCAPTCHA, Cloudflare Website Optimization
How do I contact Stratton & Cote Financial?
Stratton & Cote Financial contact info: Phone number: (508) 234-7200 Website: www.lpscfinancial.com
What does Stratton & Cote Financial do?

Larson, Potter, Stratton & Cote Financial specializes in scenario-based financial planning and asset management, aiming to empower clients through education and personalized solutions. They offer a wide range of services including retirement planning, tax strategy, estate planning, and multi-generational wealth management. The firm is dedicated to... serving individuals, households, and businesses, tailoring their financial plans to meet unique goals and needs. As independent financial advisors, they prioritize client interests and uphold a fiduciary standard.Read More

What are Stratton & Cote Financial social media links?
Stratton & Cote Financial Linkedin page Stratton & Cote Financial Facebook page
Is Stratton & Cote Financial a public company?
Stratton & Cote Financial is private company therefore does not currently have an official ticker symbol
See more information about Stratton & Cote Financial

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