Kotta Financial Services vs Beacon Financial Strategies

Name: Kotta Financial Services
Address: 800 Park Offices Dr, Suite 3412, Research Triangle Park, NC, 27709, US
Telephone: +1-919-645-8723
Price range: $

By Sivaprasad Kotta, Kotta Financial Services | June 12, 2026

What Kotta Financial Services delivers

10 insurance carriers — Lincoln Financial, Mutual of Omaha, Athene, and 7 more
Life insurance, annuities, 401(k) rollovers, estate planning guidance
Free consultations, no asset minimums, no planning fees
600+ clients across 11 states

The Kotta Financial Services difference

Kotta Financial Services is built for families who need insurance protection and retirement income — not investment management. We shop 10 carriers for every client and never charge fees.

Contact Kotta Financial Services | Phone: (919) 645-8723