FR Investment Group, LLC.
BizScore
Contact Information
-
Address
One Monarch Place Suite 2010, Springfield, MA, 01144 -
Phone
(774) 241-3890 -
Website
frinvestmentgroup.com
Location
About FR Investment Group, LLC.
FR Investment Group, LLC. is a financial planner in Springfield, Massachusetts, serving clients across Massachusetts and Connecticut. The firm specializes in investment management, financial planning, retirement planning, business succession planning, net worth protection, higher education planning, income stream generation, Social Security and Medicare optimization, insurance support, and financial guidance during life transitions such as divorce, job loss, and economic downturns. It also offers long-term planning and financial care for elderly parents. The firm emphasizes personalized service, tailoring each client experience to individual financial situations. With a 5.00 rating based on one review, it is recognized for its client-focused approach.
Headquartered in Springfield, FR Investment Group traces its origins to 2002 as Financial Resources of CT, founded by Peter M. Cote, who remains President. The firm evolved into FR Investment Group with offices in Springfield, MA, Newton, MA, and South Windsor, CT. It operates as a family-run business, emphasizing trust, loyalty, and long-term client relationships. The firm maintains an internship program that supports student development in financial advising, business coaching, and career growth. It also established the Empower Financial Literacy program in 2020 to provide public education through seminars and mentorship, promoting financial independence and informed decision-making across communities.
The firm demonstrates strong online presence and documentation, with detailed information about its mission, services, team, and community engagement available across its website. Its leadership team includes Peter M. Cote, Flavia Cote, Flavia Veronica McCaughey, Brian M. McQueeney, and Ty S. Martinelli, all licensed professionals committed to client success. FR Investment Group continues to engage with the public through educational events and outreach, reinforcing its role as a trusted financial partner in the Springfield region and beyond.