Where are Rocco & Associates Wealth Management, Inc. employees located globally?

Rocco & Associates Wealth Management, Inc. has employees across 1 continents and 2 countries including United States Of America, Canada.

How has Rocco & Associates Wealth Management, Inc.'s team size changed over time?

Rocco & Associates Wealth Management, Inc.'s team has remained stable from approximately 2 to 2 employees based on available data.

Rocco & Associates Wealth Management, Inc. Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

Rocco & Associates Wealth Management, Inc. was founded to assist individuals and families across all aspects of their financial lives. We provide life planning to help create financial stability and independence for each of our clients. In doing so, we’ve earned a reputation for excellence in our industry by providing high-touch, personalized service and unbiased advice and guidance.
 
Don't hesitate to get started today! Call or e-mail for a complimentary consultation.

Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment Advice offered through Moneco Advisors, a registered investment advisor and separate entity from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which we are registered to do business, please visit www.monecoadvisors.com.

Find Rocco & Associates Wealth Management, Inc. employees' phone numbers or email addresses

Rocco & Associates Wealth Management, Inc. Global Highlights

North America
3

United States Of America
2
Canada
1

Rocco & Associates Wealth Management, Inc.'s Leadership

J. R.
Founder & Chief Wealth Strategist
Mobile Phone
Email
C. P.
Owner
Mobile Phone
Email

Rocco & Associates Wealth Management, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Rocco & Associates Wealth Management, Inc.

Name

Title

Contact Info

Location

Last Update

J. R.
Founder & Chief Wealth Strategist
Mobile Phone
Email
United StatesConnecticut
Sep 22, 2023
C. P.
Owner
Mobile Phone
Email
May 10, 2025

Frequently Asked Questions

What is Rocco & Associates Wealth Management, Inc. known for?

Rocco & Associates Wealth Management, Inc. was founded in 1973 operates in the Financial Services industry. The company's main headquarters is located in 2150 Post Road Suite 201 Fairfield, Connecticut 06824 United States; you can contact the main corporate office by phone at

+1-203-255-****

. Explore Rocco & Associates Wealth Management, Inc.'s company overview page for more information.

What is Rocco & Associates Wealth Management, Inc.'s most common email format?

Rocco & Associates Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Rocco & Associates Wealth Management, Inc. email formats with LeadIQ.

How many employees does Rocco & Associates Wealth Management, Inc. have currently?

Rocco & Associates Wealth Management, Inc. has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Rocco & Associates Wealth Management, Inc.'s key employees and leadership?

As of February 2026, Rocco & Associates Wealth Management, Inc.'s key employees include:

Founder & Chief Wealth Strategist: J. R.
Owner: C. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking