Rocco & Associates announce move to make room for future growth

Rocco & Associates Wealth Management, a Fairfield- based wealth manager founded to assist individuals and families across all aspects of their financial lives, will move from its current location at 1261 Post Road to 1248 Post Road. This move will satisfy the firm’s need to occupy a larger space and its desire to make room for future growth.

Earlier in the year, the firm went through a major rebranding effort, spearheaded by Charles W. Rocco, vice president of strategic development, and Eric C. Johnson, director of business development. Throughout the better part of 2013, the firm has put together a series of educational events and participated in several charitable outreach initiatives that continue to fuel the growth of the firm.

“Two years ago, I reaffirmed my commitment to this business, to my clients and to my family when I decided to bring on my son, Charles, and my son-in-law, Eric, to further build the business, ” said Joseph W. Rocco Jr., founder and president of Rocco & Associates. “This change comes after spending over 25 years at our current location, so the idea of moving is bittersweet, but necessary to further support the growth of the firm.”

He said the two new family hires to help further increase the personal attention given to each of its clients, as well as assist in attracting new business.

The new space, where they will take over the entire second floor of the property, will give the firm more autonomy. The building is located adjacent to the major development that is currently underway at the old site of the Fairfield Post Office.

“This move is another step in the right direction for Rocco & Associates,” Charles Rocco said. “We have been refocusing the firm and growing our client base. As this growth continues, we will need more space to support our current client and make room for new customers.”

The space has recently gone through a total renovation, including technology upgrades to increase efficiencies and assist the firm in better serving their clients.

“Overtime there will be a need to expand our advisor staff as well as support personnel,” Eric Johnson said. “The time just seemed to be right to make this move to insure that we are fully prepared for the future.

“Over the past year, we have made some huge strides in how we communicate with our clients, as well as attract new ones,” he said. “In addition to all of these accomplishments, we still must always be looking at how our actual space will fit into our overall business model. The space at 1248 Post Road is full of natural light and has a very open and welcoming feel, the same types of characteristics we incorporate into our business with our clients on a daily basis.”

The move is scheduled to be completed by Nov. 19. All phone numbers, fax lines and email addresses will remain the same. Should current or prospective customers have any questions, the office staff can be reached at 203-255-6022 or roccoandassociates.com.

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