Broker Check

Around the Office - November 2015

| November 05, 2015
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Is Your Estate Plan Up to Date?

From time-to-time, we like to remind all of our clients, regardless of their age to have an up to date estate plan. With constant changes occurring in our tax code, we encourage you to give us a call if you have any concerns regarding your estate and the affect these changes may impose on you and your loved ones.  It is important that your heirs also understand your financial arrangement, and to meet this need, we offer beneficiary consultations as well. When going over your plan, we can be as detailed or discrete as you would like, while making sure that the next generation is prepared and that everyone is involved in this important step. We look forward to hearing from you soon, and working to make sure your estate is in line with your overall financial goals and objectives.

Rocco & Associates' 2nd Annual Turkey DriveIt’s Turkey Time!

Rocco & Associates is excited to announce the Second Annual Turkey Drive!  For every pound of turkey that you donate to the local organization of your choosing, we will donate $1 to the Connecticut Food Bank.  Our firm has been active in our community for over 40 years, and is proud to sponsor drives that not only raise awareness, but also encourage you to get involved in your hometown.   Once you’ve made your donation, don’t forget to notify us here.

 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 unwrapped toys on Monday, November 16th, 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.

New Fall 2015 Intern Spotlight

We are excited to introduce Catherine O’Connor as our new Business Development Intern. Catherine joined the firm in the fall of 2015. She is originally from Quincy, Massachusetts and currently a senior Finance major attending Quinnipiac University. She has already started studying for her general securities exam with a goal to eventually enter into the wealth management business.  She is a member of Alpha Chi Omega sorority where she and her sisters work to raise money and awareness for the fight against domestic violence. In her spare time she enjoys swimming and traveling. Last March, Catherine traveled with some of her fellow classmates to Bali, where they learned about the Indonesian culture and the practice of yoga. Please join us in welcoming Catherine to our growing team!

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