Designed to Meet Your Goals. Built on Trust
Services We Provide
Services We Provide
With over a decade of experience guiding clients through all stages of life, Rocco J. Lafaro is committed to delivering personalized investment strategies built on trust, clarity, and lasting relationships.
Wealth Management
Our team brings the experience to understand your needs and create personalized investment solutions for every stage of life.
Fixed Income
We offer fixed income solutions like corporate, municipal, and U.S. Treasury bonds, as well as CDs and convertible bonds.
Insurance
Our insurance team partners with top carriers to offer products that support income planning and long-term retirement goals.
Income Investing
We design portfolios focused on generating steady, reliable income through strategic investments.
Financial Journey
The Experience, Values, and Vision That Guide Your Financial Journey
The Experience, Values, and Vision That Guide Your Financial Journey
Rocco J. Lafaro serves as Vice President of Investments at Aegis Capital Corp., a securities firm. Through dedicated professionalism and wealth management services Rocco has been helping individuals invest their money for over a decade. Rocco can work closely with you to help address your investment needs. Rocco prides himself on his ability to listen and take time to understand your concerns and goals leading to a long-lasting relationship.
Experience
Clients Served
Built on Trust. Driven by Purpose.
How We Serve You
How We Serve You
Guiding Generations with Care and Clarity
Family: Protect What Matters Most
Family: Protect What Matters Most
Building wealth is only part of the journey preserving it for future generations is where lasting impact begins. Rocco J. Lafaro works closely with individuals and families to create thoughtful, long-term strategies that extend beyond retirement.
Whether it’s planning for children, supporting aging parents, or creating a legacy, Rocco helps clients navigate the complexities of generational wealth with clarity, care, and confidence. The goal: to ensure your values, assets, and vision are carried forward for years to come.
Building wealth is only part of the journey preserving it for future generations is where lasting impact begins. Rocco J. Lafaro works closely with individuals and families to create thoughtful, long-term strategies that extend
beyond retirement.
Whether it’s planning for children, supporting aging parents, or creating a legacy, Rocco helps clients navigate the complexities of generational wealth with clarity, care, and confidence. The goal: to ensure your values, assets, and vision are carried forward for years to come.
Built on Trust. Driven by Purpose.
Rocco’s Health &
Wealth Philosophy
Rocco’s Health &
Wealth Philosophy
For Rocco J. Lafaro, true success is about more than numbers on a screen—it’s about living well, staying active, and giving back. His passion for financial planning is matched by his commitment to wellness and community.
As a proud supporter of the Loucks Games, one of the nation’s premier high school track and field events, Rocco believes in pushing limits and building strength—whether it’s on the track or in your financial life. His philosophy is simple: when your health and your wealth are aligned, you’re empowered to live fully and plan confidently for the future.
Clear plans. Less stress. Confidence in every decision.
Investments that support both health and prosperity.
Let’s talk
Reach Out to Begin Planning With a Trusted Financial Partner
Reach Out to Begin Planning With a Trusted Financial Partner
Start a Conversation About Your Financial Future
Contact Us
Let’s talk
Reach Out to Begin Planning With a Trusted Financial Partner
Reach Out to Begin Planning With a Trusted Financial Partner
Start a Conversation About Your Financial Future
Contact Us
A real investment plan starts with your reality.
Before picking stocks or chasing trends, we look at your cash flow, your timeline, your risk tolerance, and your actual goals. That’s how we build a strategy that fits, not just one that performs.
Personalized doesn’t mean complicated. It means tailored, thoughtful, and built to last.
📞 607-542-2902 | 🌐 roccojlafaro.com
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[Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC.
Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS:
https://www.aegiscapcorp.com/disclosures/ ]
[Wealth management, financial planning, investing, retirement planning, financial advisor, smart investing, portfolio management, risk management, financial growth, financial security]
![A real investment plan starts with your reality.
Before picking stocks or chasing trends, we look at your cash flow, your timeline, your risk tolerance, and your actual goals. That’s how we build a strategy that fits, not just one that performs.
Personalized doesn’t mean complicated. It means tailored, thoughtful, and built to last.
📞 607-542-2902 | 🌐 roccojlafaro.com
__
[Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC.
Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS:
https://www.aegiscapcorp.com/disclosures/ ]
[Wealth management, financial planning, investing, retirement planning, financial advisor, smart investing, portfolio management, risk management, financial growth, financial security]](https://roccojlafaro.com/wp-content/plugins/instagram-feed-pro/img/placeholder.png)
Your financial future isn’t just about investments.
It’s about protecting your health, managing long-term costs, and creating a life you can actually enjoy.
That’s where real confidence comes from.
📞 607-542-2902 | 🌐 roccojlafaro.com
__
[Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC.
Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS:
https://www.aegiscapcorp.com/disclosures/ ]
[Wealth management, financial planning, investing, retirement planning, financial advisor, smart investing, portfolio management, risk management, financial growth, financial security]
Modern investing isn’t just about picking stocks anymore.
Today, building wealth means knowing your options and aligning them with your goals.
Whether you’re just getting started or refining your plan, the right mix can make all the difference.
Let’s build a portfolio that reflects your future, not just the market.
📞 914-268-0152 | 🌐 roccojlafaro.com
__
[Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC.
Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS:
https://www.aegiscapcorp.com/disclosures/ ]
[Wealth management, financial planning, investing, retirement planning, financial advisor, smart investing, portfolio management, risk management, financial growth, financial security
A vision without a plan is just a wish.
On National Vision Board Day, take time to connect your financial goals with the bigger picture of your life.
Whether it’s saving for your family, investing in your future, or building long-term wealth, your financial plan should reflect your values, not just your income.
If you`re ready to turn your vision into action, let’s create a plan you can stick with.
📞 607-542-2902 | 🌐 roccojlafaro.com
__
[Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC.
Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS:
https://www.aegiscapcorp.com/disclosures/ ]
[financial planning, goal setting, vision board goals, money mindset, long-term investing, wealth building, personal finance, Bronxville NY advisor, financial clarity, intentional living]
Not all investments are created equal, and choosing between ETFs and mutual funds starts with understanding how they work.
ETFs offer flexibility, real-time trading, and typically lower costs, great for investors who like control.
Mutual funds provide structure, making them ideal for retirement accounts and long-term, hands-off strategies.
Both can support your goals, but the right fit depends on your needs.
Let’s take a look at your portfolio and make sure you’re invested with purpose.
📞 914.268.0152 | 🌐 roccojlafaro.com
__
[Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC.
Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS:
https://www.aegiscapcorp.com/disclosures/ ]
[Wealth management, financial planning, investing, retirement planning, financial advisor, smart investing, portfolio management, risk management, financial growth, financial security]
