Insights

Market Positioning Coto Insurance and Financial Services operates within the competitive insurance and financial planning industry, serving clients across the United States with a broad range of products including life, health, and retirement planning, presenting an opportunity to tailor targeted marketing efforts to clients seeking comprehensive financial solutions.

Client Education Focus The company's emphasis on conducting informational seminars and educating clients about complex retirement income planning suggests a potential for partnerships in educational event sponsorships or digital content collaborations to expand their client outreach.

Revenue Growth Potential With an estimated revenue between 50 million and 100 million dollars, there is significant scope to introduce advanced financial products, digital insurance solutions, or strategic marketing services aimed at expanding their market share and improving client conversion rates.

Digital Engagement Utilizing a tech stack that includes platforms like WordPress, social media, and YouTube indicates an active focus on online engagement, offering opportunities for digital marketing, lead generation tools, and data analytics services to enhance their online presence.

Industry Networking Given their position alongside industry giants with thousands of employees and billion-dollar revenues, there is potential for strategic alliances or competitive intelligence services to help Coto differentiate itself and identify new market segments within the insurance and financial services industry.

Coto Insurance and Financial Services Tech Stack

Coto Insurance and Financial Services uses 8 technology products and services including LiveIntent, WordPress, RequireJS, and more. Explore Coto Insurance and Financial Services's tech stack below.

  • LiveIntent
    Advertising
  • WordPress
    Content Management System
  • RequireJS
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • YouTube
    Video Players
  • HTTP/3
    Web & Portal Technology
  • Twitter
    Widgets
  • Facebook
    Widgets

Media & News

Coto Insurance and Financial Services's Email Address Formats

Coto Insurance and Financial Services uses at least 1 format(s):
Coto Insurance and Financial Services Email FormatsExamplePercentage
First@cotoinsurance.comJohn@cotoinsurance.com
50%
First@cotoinsurance.comJohn@cotoinsurance.com
50%

Frequently Asked Questions

Where is Coto Insurance and Financial Services's headquarters located?

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Coto Insurance and Financial Services's main headquarters is located at 200 Spectrum Center Drive Irvine, California 92618 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Coto Insurance and Financial Services's official website and social media links?

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Coto Insurance and Financial Services's official website is cotoinsurance.com and has social profiles on LinkedIn.

What is Coto Insurance and Financial Services's SIC code NAICS code?

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Coto Insurance and Financial Services's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52421 - Insurance Agencies and Brokerages.

How many employees does Coto Insurance and Financial Services have currently?

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As of March 2026, Coto Insurance and Financial Services has approximately 12 employees across 2 continents, including North AmericaAsia. Key team members include Insurance And Financial Advisor: A. C.Insurance Specialist: L. B.Insurance Producer: M. W.. Explore Coto Insurance and Financial Services's employee directory with LeadIQ.

What industry does Coto Insurance and Financial Services belong to?

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Coto Insurance and Financial Services operates in the Insurance Agencies and Brokerages industry.

What technology does Coto Insurance and Financial Services use?

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Coto Insurance and Financial Services's tech stack includes LiveIntentWordPressRequireJSjQueryYouTubeHTTP/3TwitterFacebook.

What is Coto Insurance and Financial Services's email format?

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Coto Insurance and Financial Services's email format typically follows the pattern of First@cotoinsurance.com. Find more Coto Insurance and Financial Services email formats with LeadIQ.

When was Coto Insurance and Financial Services founded?

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Coto Insurance and Financial Services was founded in 1994.

Coto Insurance and Financial Services

Insurance Agencies and BrokeragesCalifornia, United States11-50 Employees

“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 led 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.

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

Section iconCompany Overview

Headquarters
200 Spectrum Center Drive Irvine, California 92618 United States
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52421 - Insurance Agencies and Brokerages
Founded
1994
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Coto Insurance and Financial Services's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Coto Insurance and Financial Services's revenue is estimated to be in the range of $50M$100M

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