FR Investment Group, LLC.

FR Investment Group, LLC. is a financial planner in Springfield, Massachusetts. The firm works with individuals and families on investment management, financial and retirement planning, business succession planning, net worth protection strategies, higher education planning, generating fixed and variable income streams, Social Security maximization, Medicare planning, insurance support, planning for life during and after divorce, long-term planning, and financial care and planning for elderly parents. It also advises clients through job loss and economic downturns. The practice holds a 5.00 rating from one customer review.

FR Investment Group traces its roots to 2002, when it was founded as Financial Resources of CT. The firm is family run and describes treating clients like family, with open communication inside the team. Its advisors follow a three-step process to help clients put financial goals into action, and each client experience is customized to that person's situation. Peter M. Cote, CFP, is President and brings more than 30 years of experience; he founded the original firm in 2002. Flavia Cote is Executive Vice President and Administrative Associate, with over a decade at the firm. Flavia Veronica McCaughey, CDFA, CLTC, is Vice President, helping clients build long-term financial wealth through every stage of life. Brian M. McQueeney, CFS, is Managing Director, and Ty S. Martinelli, CFP, is a Senior Associate providing portfolio management and financial planning.

The firm runs Empower Financial Literacy, a program established in 2020 that educates the public through seminars and mentorship. In 2017 it formed a 28-week internship program covering business coaching, career development, financial advising skills, and insurance education. FR Investment Group is headquartered in Springfield and serves clients through offices in Springfield, Newton, and South Windsor, Connecticut.

The office is at One Monarch Place, Suite 2010, in downtown Springfield, steps from Main Street and Court Street. The historic Northwest Mutual Life Building, the FedEx Office, the 1856 City Hall Bell, and the Birdicus Gigantium public artwork all sit within about a minute's walk.

The firm's 5.00 rating reflects the experience of the customers who have reviewed it, and its advisors hold the CFP, CDFA, CLTC, and CFS designations.