Webinar — Making AI Work for You: A Practical Guide to Everyday Efficiency and Staying Safe Online — 6/30/26
Join us on Tuesday, June 30 at 12:00 PM for our financial wellness client webinar, Making AI Work for You: A Practical Guide to Everyday Efficiency and Staying Safe Online. Hosted by Moneco Advisors Managing Partner & CEO, Charlie Rocco, this engaging and insightful webinar is designed for anyone curious about artificial intelligence. We’ll cover […]
Advisor Insights: Safeguarding More Than Just Your Investments
When people think about financial planning, they often focus on growing wealth through saving and investing. While that is certainly part of the picture, it only tells half the story. Just as important, if not more important, is making sure what you have built is actually protected. A strong financial plan does not just focus […]
Wealth of Knowledge: Week of June 22, 2026
June is all about financial safety at Moneco Advisors. In this edition of the Wealth of Knowledge newsletter, we’re focusing on key topics including risk management, cybersecurity, and preserving what you’ve built as we move into the second half of the year. This month’s newsletter highlights include: Advisor Insights: Safeguarding More Than Just Your Investments […]
Moneco Advisors’ Charlie Rocco Named to 2026 Forbes | SHOOK Best-In-State Wealth Advisors List
Fairfield, Conn. – Moneco Advisors is proud to announce that Charlie Rocco, Managing Partner and CEO, has been named to the 2026 Forbes | SHOOK Best-In-State Wealth Advisors ranking, recognizing top advisors nationwide for industry leadership, client service, and commitment to helping clients navigate complex financial decisions with confidence. Developed annually by Forbes in partnership […]
Webinar – Built to Last: Financial Strategies for the Small Business Owner – 5/21/26
Join us on Thursday, May 21 at 1:00 PM for our financial wellness webinar, Built to Last: Financial Strategies for the Small Business Owner. Hosted by Moneco senior level partner, Salim Boutagy, CFP®, this practical webinar is designed for current small business owners as well as those considering starting or growing a business. We’ll cover […]
10th Annual Beer Yoga Fundraiser for The Bennett Cancer Center
We’re pleased to help share and support the 10th Annual Beer Yoga event benefiting The Bennett Cancer Center. This annual event has become a meaningful tradition that brings people together in support of an important cause, and we’re excited to support once again this year. This long-standing community event brings together yoga, beer and wine, […]
Advisor Insights: What Every Small Business Owner Should Think About When It Comes to Their Financial Plan
Most people know they should have a financial plan, but small business owners have even more reason to make it a priority. When you own a business, your personal finances and your business finances are often deeply intertwined, which means more moving parts, more risk, and more opportunity if you are thoughtful about it. A […]
Wealth of Knowledge: Week of May 25, 2026
May is Small Business Month! In this edition of the Wealth of Knowledge newsletter, we’re focusing on financial insights and strategies tailored to small business owners and entrepreneurs. From planning for growth to navigating the connection between personal and business finances, this issue highlights key considerations to help support long-term success. This month’s newsletter highlights […]
Webinar – Financial Planning Basics & Beyond – 4/23/2026
Please join us Thursday, April 23 at 1:00 PM for our financial wellness series webinar: Financial Planning Basics & Beyond Financial planning can feel overwhelming, but with the right guidance, it doesn’t have to be. Join Moneco Wealth Advisor Kyle Scafariello, CFP® and Principal Wealth Advisor Stephanie Van Albert, CFP® for an engaging session where […]
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