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...

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200 Spectrum Center Drive #150

Irvine, CA 92618

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


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.

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