Advisor Insights: Long Term Financial Planning for Breast Cancer Survivors

Salim Boutagy , Partner at Moneco Advisors, Fairfield, connecticut

A breast cancer diagnosis can change life forever. While overcoming the physical and emotional challenges associated with treatment is often the primary focus, the financial impact can be equally significant. For breast cancer survivors, long-term financial planning is essential to ensure stability and peace of mind. With the right strategies, survivors can navigate the financial […]

Moneco Advisors Named to Forbes’ America’s Top RIA Firms 2024

FAIRFIELD, Conn., October 17, 2024 – Moneco Advisors, LLC announces its inclusion in the Forbes’ America’s Top RIA Firms 2024 ranking. Dedicated to driving conscious growth, the firm’s Managing Partner, Charlie Rocco, JD/MBA, CFP®, CIMA® comments that: “While others may chase Wall Street profits, we find fulfillment in developing client relationships and providing financial plans […]