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ADDRESS

949​-858-7200

200 Spectrum Center Drive #150

Irvine, CA 92618

info@CotoFinancial.com

Coto Financial & Insurance Services is a comprehensive professional services company providing a variety of financial solutions to individuals, business owners, and corporations.  

ABOUT US

2018 © Coto Financial and Insurance Services, Inc. © 2018

Coto Financial & Insurance Solutions, Inc. and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Coto Financial & Insurance Solutions, Inc. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

License #0B57006

NEWS & UPDATES

Stay informed with all the latest Coto news and updates.

November 15, 2017

Over recent years, identity theft and fraud have become enormous concerns. In most cases, if a thief obtains your Social Security number, name, and address, they can do major damage to your credit report and financial life. Due to these problems, Medicare has decided t...

November 8, 2017

The IRS recently notified tax professionals of a new scam that frequently targets life insurance and annuity policy owners. As part of our continued dedication to protecting our clients, we thought it was important to warn you about these con artists.

This scam is perpe...

October 18, 2017

When you turn 65, you will become eligible for Medicare. This is great news for retirees or soon-to-be retirees, because the tax-funded program helps enormously with the cost of healthcare for those over 65. But as your 65th birthday approaches and you begin the enroll...

October 10, 2017

Once you sign up for Medicare at age 65, you aren’t locked into a particular program for life. Each year during the Annual Election Period, which functions like an open enrollment, you can evaluate your current plan(s) and make changes that benefit you.

That’s good news...

September 20, 2017

There's no doubt about it: Everyone needs a life insurance policy. Yes, even young healthy people, with no dependents, need at least a basic policy that will cover final expenses. But as we all know, our coverage needs increase dramatically as our lives become more com...

September 13, 2017

Back when you first researched your life insurance options, a term policy might have seemed like the better deal. It featured lower premiums than the permanent policies of a similar value, and you weren't too worried about needing the benefits any time soon. So, you si...

April 13, 2017

Vicki Gunvalson is in expansion mode

The Real Housewives of Orange County OG recently opened the doors on a brand-new outpost of Coto Financial. And to celebrate the occasion, Vicki was on hand for a ribbon-cutting ceremony. "My grand opening celebration was a huge su...

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