Fairfield financial planning firms join forces to create new enterprise

Rocco & Associates Wealth Management, Inc. (roccoandassociates.com) has announced that it has aligned its advisory operations with MONECO Advisors LLC., (monecoadvisors.com), another tenured financial planning firm also located in Fairfield.

The alliance will allow both firms to remain independent while expanding the resources for their existing and prospective clients.

On Thursday July 26, both firms and will hold a ribbon cutting ceremony, officiated by First Selectman Michael Tetreau, beginning at 4 p.m., at the MONECO office at 2150 Post Road, Fairfield, Suite 201. 

Charlie Rocco, president and CEO, Rocco & Assoc; David Lincoln, chief investment officer, MONECO; Chris Neubert, president and chief compliance officer, MONECO; Ginnie Thompson, assistant vice president, MONECO; John Rosenau, vice president & COO, MONECO; Arthur Kelleher, financial advisor, MONECO.

Charlie Rocco, president and CEO, Rocco & Assoc; David Lincoln, chief investment officer, MONECO; Chris Neubert, president and chief compliance officer, MONECO; Ginnie Thompson, assistant vice president, MONECO; John Rosenau, vice president & COO, MONECO; Arthur Kelleher, financial advisor, MONECO.

 

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