Client Experience Coordinator – Tax Administrator
Step into a pivotal role at Moneco Advisors, one of Connecticut’s leading independent wealth management firms. As a Client Experience Coordinator/Tax Administrator, you’ll manage client communications, support tax administration, and oversee office operations in a collaborative, fast-paced environment.
Stephanie Van Albert, CFP® of Moneco Advisors Named Finalist in ThinkAdvisor 2025 Luminaries Awards
FOR IMMEDIATE RELEASE Fairfield, Conn. — Moneco Advisors is proud to announce that Principal Wealth Advisor and Executive Team Member, Stephanie Van Albert, CFP®, has been named a Finalist in the ThinkAdvisor 2025 Luminaries Awards in the Next-Gen Rising Star category. Now in its fifth year, the Luminaries Awards spotlight excellence and innovation across financial […]
The Government Shutdown: Key Takeaways by Bill Shafransky, MBA, CFP®, RICP®
The government shut down, again. Interestingly enough, this marks the 20th time a shutdown occurred since 1976. The last time this happened was in 2018, when a 34-day standoff in Washington led to partisan finger-pointing in the media and endless social media debates between everyday Americans, each convinced their view was the right one. And […]