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
Living to 100 may sound like science fiction, but for many of us, it’s possible.
And the question becomes:
Will your money last that long?
This isn’t just about savings. It’s about protecting your lifestyle, your freedom, and your family.
Let’s create a plan that goes the distance.
📞 607-542-2902 | 🌐 roccojlafaro.com
[Wealth management, financial planning, investing, retirement planning, financial advisor, smart investing, portfolio management, risk management, financial growth, financial security]
![Living to 100 may sound like science fiction, but for many of us, it’s possible.
And the question becomes:
Will your money last that long?
This isn’t just about savings. It’s about protecting your lifestyle, your freedom, and your family.
Let’s create a plan that goes the distance.
📞 607-542-2902 | 🌐 roccojlafaro.com
[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)
A budget shouldn’t feel like punishment. It should reflect your values, your goals, and your lifestyle.
Here’s how to create one that actually works for you.
Need help? Let’s build a custom plan together.
📞 Call 914-268-0152 or visit 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]
💡 Friendly reminder: Smart investing isn’t about chasing trends—it’s about strategy, diversification, and long-term growth.
🚀 Need real, expert guidance? Let’s talk. No usernames, just smart financial moves.
📞 Call me at 914-268-0152 or visit roccojlafaro.com for a strategy that actually works.
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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/ ]
Compounding is more than an investment principle; it’s a mindset.
In finance, compounding turns consistent actions into long-term results.
In life, it’s the same story:
Every choice to save, learn, invest, and stay disciplined adds up over time.
That’s what The Joys of Compounding reminds us: that small steps, taken with intention, can lead to extraordinary outcomes.
Whether you’re working toward financial independence, freedom of time, or generational wealth, it all starts with the habits you build now.
Ready to apply this mindset to your own financial strategy? Let’s talk.
📞 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]
This month, take simple steps to boost your financial literacy, not with big leaps, but with small, consistent habits.
The more you learn, the more confident you become.
📞 607-542-2902 | 🌐 roccojlafaro.com
Know someone who’s working on their money goals too? Share this with a friend who could use a little clarity this season.
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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]
