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
Swipe smart.
Credit cards can build you up or weigh you down, it all depends on how you use them.
Pay in full. Keep your balance low. Choose rewards that actually help.
And remember: the goal is control, not convenience.
📞 607-542-2902 | 🌐 roccojlafaro.com
[Wealth management, financial planning, investing, retirement planning, financial advisor, smart investing, portfolio management, risk management, financial growth, financial security]
![Swipe smart.
Credit cards can build you up or weigh you down, it all depends on how you use them.
Pay in full. Keep your balance low. Choose rewards that actually help.
And remember: the goal is control, not convenience.
📞 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)
New year, new limits—and new opportunities to grow your retirement savings. 💼📈
IRA and Roth IRA contribution limits have increased to $7,000 (or $8,000 if you’re over 50). It’s a great time to review your budget, check your credit, and make sure your financial game plan is aligned with your goals.
Small steps now = stronger future later. Let’s set you up for success.
📞 914-268-0152 | 💻 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]
You can’t build wealth without understanding what shapes it.
Every week, I set time aside to read and reflect not just on markets, but on the deeper forces behind our financial system. Because smart investing isn’t just about numbers. It’s about context.
If you want a financial plan that makes sense in today’s economy, 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/ ]
[financial education, economic strategy, independent financial advisor, wealth management, investment planning, Bronxville NY, long-term investing]
Building wealth takes mental strength, and that starts with how you take care of yourself.
Workouts aren’t just physical for me. They’re part of how I stay focused, patient, and clear-headed when making big decisions, for myself and for my clients.
It’s not always easy. But it’s always worth it 💪💼
Want a strategy that strengthens your financial health too? Let’s talk.
📞 914-268-0152 | 💻 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]
Teaching our kids that saving isn’t about missing out—it’s about preparing for what matters most. 💡
Whether it’s a scooter, a dream, or a long-term goal, patience and planning make all the difference 💰
Because the best lessons in money are really lessons in life.
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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]
