Broker Check

Around the Office - December 2015

| December 14, 2015
Share |

Holiday Party Time!

We are grateful to have you as a member of the Rocco & Associates Family and cordially invite you to join us for cocktails and hors d’oeuvres on December 15th from 5:30p-7:30p to help us ring in the holiday season. This year’s event will be held in the private room on the second floor of the Old Post Tavern, located in downtown Fairfield, at 1418 Post Road. Additional parking is available in the adjacent bank parking lots. RSVP to or if you have any questions. We will also be accepting new, unwrapped toys for our First Annual Toy Drive to benefit Toys for Tots.  We hope to see you all there for some cheer!

Good Bye to 2015…

As 2015 draws to a close, we are once again very thankful for the opportunity to work with so many wonderful clients and businesses. Despite the ever-changing financial markets throughout the year, you have continued to entrust us with your long-term financial well-being and to allow us to assist you in pursuing your financial goals and objectives. It is also at this time of year that we encourage all of you to take a look at your current financial situation.  Have your goals changed? Have you experienced any life changing scenarios that we should be made aware of? Have your insurance needs changed? Is there someone you would like to introduce our firm to that could benefit from our services like you have? This is a great time of year to review these needs and we are here to help, so please do not hesitate to callemail or make an appointment to come in for a meeting to discuss.

A Time for Giving

Rocco & Associates is proud to be hosting its First Annual Toy Drive! Christmas is the season of giving and we encourage our clients, colleagues, and friends to help those in need. This year, we are giving back to the community that has given so much to us by establishing ourselves as a toy drop for Toys for Tots. It is often times difficult to remember that there are people struggling to make ends meet, and that is why we are asking you to join us in giving back during this special time of year! We will begin collecting new, unwrapped toys, and all of the toys collected will be distributed within our local area. Please email eric.johnson@roccoandassociates for more information on how you can participate or just feel free to stop by and drop a toy off during our normal business hours Monday-Friday from 9:00 A.M. – 5:00 P.M. Feel free to bring the gift if you will be attending our Holiday Reception on December 15th where we will have the donation boxes set up as well!

Rocco & Associates 2015 Advisory Council

Last month we conducted our Second Annual Advisory Council meeting at the firm. The participants included a mix of clients, non-clients, and other area business leaders.  The purpose of this meeting was to present to the group our firm messaging, strategic plans and future vison to assist us in refining the firm’s overall corporate identity, brand image, and markets. Also included was how we can better leverage technology to promote more effective communications with clients as well as the optimal mix of mediums to accomplish it. As a firm we are constantly trying to improve our client experiences and increase efficiencies within our business.  These meetings have proven invaluable and we once again were able to conclude the meeting with a host of actionable items to improve upon as we head into 2016.  If you would like to find out more about how you could participate next year, please email eric.johnson@roccoandassociates for more information.

Share |