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.

tbaker@themoneydocs.com

Tracy Baker is a detail-oriented and self-motivated individual, driven by supporting the success of clients.

With more than 15 years of experience in the financial services industry, Tracy serves as the Director of Client Relations. In this role, she oversees client reviews, supervises client relations, analyzes investment strategies for Commonwealth Financial Group and The Money Doctors, and maintains the compliance on both the fiduciary and retail accounts.

 Tracy holds the Series 51, 24, 7, 6, and 63 securities licenses, NY Life/Health/Accident Insurance License, and Notary Public certification.

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.

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.

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.

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.