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Client Center

Account View

Click here for 24 hours client account access, if you need assistance getting started or just have a question call our office. Click here for Account View


Interested in attending any of our quarterly Round Tables, educations seminars, or any of the other fun events we are hosting this year? Check out our upcoming events and see when we can see you next. Please register online or call our office. Click here for Events

Schedule an Appointment

Need us to address any of your financial concerns? As your family run financial advisor we have no 800 numbers or answering service, you can always call us and talk to a team member for direct service. However, if you would rather set-up you next appointment via email you have come to the right place. Click here to Schedule an Appointment

Refer a Friend

We hope you have enjoyed working with us as much as we have enjoyed working with you. If this is indeed the case, we kindly ask that you share your experience with a friend, co-worker, family member, or neighbor. There is no better feeling than getting a referral from an existing client or friend, for it only reiterates to our team that we are taking care of our clients’ needs with sound advice and investment guidance that is worthy of sharing with someone you know. Click here to Refer a Friend

Economic & Market Commentaries

Every week Rocco & Associates, and our resources at LPL Financial, release an Economic & Market commentary giving you timely insights into the current financial environment. Be sure to check back each week, and don’t forget to call with questions. 

Economic Commentary

Market Commentary