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Illuminating your path to financial independence.

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The doctor is in.

Sunday mornings 7am - 8am ET


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Commonwealth Financial Group (CFG) was formed in 1989 and is made up of a group of Independent Financial Advisors. Being independent gives freedom and the ability to build investment portfolios based on our clients' needs and objectives, without any outside or proprietary influence.

The doctor is in.

Every Sunday from 7 am - 8 am EST

On The Money Doctors each week, Chuck LaRocco will discuss various topics pertinent to the economy and the best way to grow and protect your money. 


Click on the links below to listen to past shows.


Listen in every Sunday morning at 7 - 8am ET:

 

UPSTATE NY:

Newsradio WHAM 1180


FLORIDA'S PALMS AND TREASURE COAST:

1290 WJNO, WPSL 1290, WZZR 94.3, and WSTU 1450


EMAIL YOUR QUESTIONS OR COMMENTS TO:

info@themoneydocs.com


A century of
experience.

Charles LaRocco, Jr. Photo

Charles LaRocco, Jr.

Senior Partner
Read Bio

clarocco@themoneydocs.com


If experience is important to you, Charles “Chuck” LaRocco has been in the business for over 27 years. He is self-made and has worked for some of the top firms in Rochester, NY.

He concentrates in retirement planning, lifetime income/preservation and estate planning and has built relationships with local attorneys and CPAs. You may have heard him on WHAM 1180 hosting his “Money Doctors” radio show every Sunday Morning from 7-8 a.m. ET.

As an independent representative, he is able to provide his clients with unbiased advice, products and services. Putting the client first and providing top notch service is his passion. He has received his C.R.C. (Certified Retirement Counselor) designation, Series 7 and 63 and is a Licensed Insurance Agent for Life, Accident & Health and Variable Life/Variable Annuities.

Chuck continues to hold a spot as a top ten advisor at Cadaret Grant each year.


Check the background of this investment professional on FINRA's BrokerCheck »


Carla Comstock Photo

Carla Comstock

Licensed Administrative Executive
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ccomstock@themoneydocs.com


Carla has a background in both financial planning and accounting. She joined The LaRocco Team in October 2012 and works closely with both Chuck and Anna. Carla also co-hosts "The Money Doctors” show with Chuck on Sunday mornings.

She has her Series 6 and 63 licenses, as well as her New York State insurance license.


Check the background of this investment professional on FINRA's BrokerCheck »


Anna Peters Davey Photo

Anna Peters Davey

Chief Administrative Officer
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apeters@themoneydocs.com


Anna is graduate of St. John Fisher College and joined Chuck in October 2006. She oversees the day to day operations for The LaRocco Team.

Anna handles all inquiries about payments, distributions, IRA contributions and special requests, facilitates the preparation of Chuck's bond trades, client reviews and meetings, and she is in charge of scheduling client meetings and keeping Chuck's calendar. Anna offers the highest level of personalized customer service.

Anna is a Notary Public and a New York State Approved Monitor for continuing education credits.


Check the background of this investment professional on FINRA's BrokerCheck »

Our Advisors have a combined investment experience of well over 100 years. Our goal is to always put the client and their needs first. Our job is to work for you. Isn't that the way it's supposed to be?

CFG is not owned by any bank or insurance company. CFG is affiliated with Cadaret, Grant and Co., Inc. ("Cadaret Grant") located in Syracuse, NY. Cadaret Grant, an independent broker-dealer, has 260 branches across the US and provides CFG with FINRA/SIPC protections for our clients, just the same as any other financial institution. CFG was drawn to them because of their commitment to advisors in helping clients plan their financial futures.

Chuck LaRocco Photo

Chuck LaRocco

Senior Partner
Read Bio

clarocco@themoneydocs.com


If experience is important to you, Charles “Chuck” LaRocco has been in the business for over 27 years. He is self-made and has worked for some of the top firms in Rochester, NY.

He concentrates in retirement planning, lifetime income/preservation and estate planning and has built relationships with local attorneys and CPAs. You may have heard him on WHAM 1180 hosting his “Money Doctors” radio show every Sunday Morning from 7-8 a.m. ET.

As an independent representative, he is able to provide his clients with unbiased advice, products and services. Putting the client first and providing top notch service is his passion. He has received his C.R.C. (Certified Retirement Counselor) designation, Series 7 and 63 and is a Licensed Insurance Agent for Life, Accident & Health and Variable Life/Variable Annuities.

Chuck continues to hold a spot as a top ten advisor at Cadaret Grant each year.


Check the background of this investment professional on FINRA's BrokerCheck »

James G. Durso Photo

James G. Durso

Read Bio

jdurso@ae.cadaretgrant.com


Jim has always been drawn to Finance and received an A.A.S. Accounting degree and B.P.S. in Business and Public Management before launching his finance career. He holds his Series 7, 63, and 65 licenses, obtained his Certified Financial Fiduciary (CFF) designation, and is a licensed NYS Insurance Life & Health Professional. Having been employed as a Financial Consultant for over 30 years, Jim has always held a position directly guiding both individual and corporate clients in all their Financial matters.

Jim lives in Victor, NY with his wife Linda and son Tyler. He enjoys golf, cooking and spending time with their many friends.


Check the background of this investment professional on FINRA's BrokerCheck »

Timothy M. Pease Photo

Timothy M. Pease

Read Bio

tpease@ae.cadaretgrant.com


Tim started his financial services career in September 1987 by passing his Series 7 and Series 63 exams. After only 2 years in the industry, and not finding a good fit for his clients, he started his own independent financial services firm in 1989. In February 1997 he incorporated the name Commonwealth Financial Group.  In October of 1999 he affiliated his business with Cadaret Grant. He has completed 6 of 7 courses from Medialle College towards obtaining his CFP certification. 

Tim resides in West Irondequoit with his wife Marcia and their 2 children, Tim and Brittany.

Tim enjoys playing lacrosse and is very active in the lacrosse community. He also enjoys spending time at his cottage on Keuka Lake.


Check the background of this investment professional on FINRA's BrokerCheck »

We have been working with individuals and businesses in the area for several years. Each of our Investment Professionals has extensive personal and professional experience.

All of our representatives are licensed to sell a variety of products.

We provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We strive to exceed your expectations every day.

While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

Charles LaRocco, Jr. – Since 1987
C.R.C. (Certified Retirement Counselor)
Series 6, 7 and 65
Licensed Insurance Agent for Life, Accident & Health and Variable Life/Variable Annuities

Timothy M. Pease – Since 1987
Series 7, 63 and 24
Licensed Insurance Agent for Life, Accident & Health and Variable Life/Variable Annuities

Terence P. Coholan – Since 1979
C.F.P. (Certified Financial Planner)
Series 6, 7 and 63
Licensed Insurance Agent for Life, Accident & Health and Variable Life/Variable Annuities

James G. Durso 
C.F.F. (Certified Financial Fiduciary)
Series 7, 63 and 65
Licensed Insurance Agent for Life, Accident & Health and Variable Life/Variable Annuities

Get in touch.

We are here to serve you.

We offer comprehensive, objective financial advice to clients who desire high-level specialized service.

Understanding the unique needs of each client is vital in developing and maintaining a financial plan. We want our clients to leave our appointments feeling comfortable, confident, and excited about their financial future.

To help prepare for this meeting, have a basic idea of your current financial picture and financial goals. Do you have any concerns about your retirement or generating income? What do you hope to accomplish during our meeting?