Rocco Insurance & Financial Grp
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Here at Rocco Insurance & Financial Group, our process is centered on you, your needs, and your best interests. With over 75 years of combined experience, our team has the expertise to solve even the most complex financial situation. If you're interested in learning more about our firm and how we may be of service to you, we'd love to talk. Making decisions about the future can be tough.

Life can be fun, meaningful and filled with adventure but also complicated, chaotic, and unpredictable. When it comes to financial security, it's important to work with someone with whom you feel confidence and trust. Howard Jr. are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA John J. Rocco CA Insurance Lic. #0G59281, John S. Rocco CA Insurance Lic. #OK10982, John L.

No insurance business may be conducted outside these states referenced. Howard Jr. are Registered Representatives of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency.
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Howard Jr. are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA John J. Rocco CA Insurance Lic. #0G59281, John S. Rocco CA Insurance Lic. #OK10982, John L.
No insurance business may be conducted outside these states referenced.
Howard Jr. are Registered Representatives of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency.
For John, it's all about connection, consistency and long-term relationships.
An avid yachtsman, he runs his projects the same way he manages this sea - with a clear mind and fiery spirit.
John signed a contract with New York Life at the young age of 22, and this early interest developed into a lifelong calling.
He has practiced at the highest level for over 60 years, and his clients know him for his personable, hands-on service.
John consistently looks for new ways to stay ahead of the game.
In fact, he earned his MSFS from the American College at age 63.
Here at Rocco Insurance & Financial Group, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle.
Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives.
Some of our key services are detailed below.
The success of most businesses is tied into the talent, passion and work ethics of their key executives.
Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable.
Rocco Insurance & Financial Group provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life.
Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you're going and how to get there.
Some of our key services are detailed below.
We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs.
Making decisions about the future can be tough.
Life can be fun, meaningful and filled with adventure but also complicated, chaotic, and unpredictable.
When it comes to financial security, it's important to work with someone with whom you feel confidence and trust.
At the Rocco Insurance and Financial Group, we will help you better understand and define your financial goals and empower you to make smart decisions - no matter what your wealth status or life stage may be.
We know there's no "one-size-fits-all" solution, which is why our advisors create tailored strategies based on your specific situation, goals and aspirations for the future.
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