Nicholas Iocco 



9 S. Long Beach Rd.
Rockville Center, NY 11570





Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program, and offer we offer independent financial management and advice in the following key areas:


  • Retirement planning & distribution strategies
  • Investment planning
  • Risk management
  • College funding
  • Estate conservation.

Our services are designed to help you answer the following questions:

  • How much money will I need to live comfortably in retirement?
  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life, disability or long term care insurance?
  • What is the best exit strategy to transfer or sell my business when the time is right?
  • What is the best type of retirement plan for my company?