Coto Insurance

www.cotoinsurance.com

“Preserve, Plan, & Protect Your Future” 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. At Coto Insurance we solve these problems, it’s who we are and what we do! Insurance and Retirement Planning is my passion and has lead me to the determination and drive that has helped me build and become a highly adaptable Insurance business owner with 30 years in the industry. In addition to health and life insurance, Coto offers financial products and services such as: ✅ Retirement Income Planning ✅ Asset Protection ✅ Estate Planning ✅ Charitable Gifting As a 401K/IRA rollover Specialist, and Life and Health insurance agent licensed in every state, I believe it is my responsibility to share my passion and educate clients through the complexity of Income Planning in retirement. To ensure the quality of education I conduct informational seminars relating to Pre-Retirement or Retirement Planning needs in South Orange County. From Life Insurance to Retirement Planning, we’ve got you covered. Contact us for further information: E-mail: info@cotoinsurance.com Website: www.cotoinsurance.com Follow us on: Facebook: https://www.facebook.com/CotoInsurance/ Instagram: https://instagram.com/coto.insurance?igshid=ys0y8cctshf5

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“Preserve, Plan, & Protect Your Future” 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. At Coto Insurance we solve these problems, it’s who we are and what we do! Insurance and Retirement Planning is my passion and has lead me to the determination and drive that has helped me build and become a highly adaptable Insurance business owner with 30 years in the industry. In addition to health and life insurance, Coto offers financial products and services such as: ✅ Retirement Income Planning ✅ Asset Protection ✅ Estate Planning ✅ Charitable Gifting As a 401K/IRA rollover Specialist, and Life and Health insurance agent licensed in every state, I believe it is my responsibility to share my passion and educate clients through the complexity of Income Planning in retirement. To ensure the quality of education I conduct informational seminars relating to Pre-Retirement or Retirement Planning needs in South Orange County. From Life Insurance to Retirement Planning, we’ve got you covered. Contact us for further information: E-mail: info@cotoinsurance.com Website: www.cotoinsurance.com Follow us on: Facebook: https://www.facebook.com/CotoInsurance/ Instagram: https://instagram.com/coto.insurance?igshid=ys0y8cctshf5

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Country

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State

California

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City (Headquarters)

Irvine

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Industry

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Employees

1-10

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Founded

1994

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

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  • Coto Insurance and Financial Services , Independent Broker

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  • Insurance and Financial Adviser

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