The Firms emphasis is on retirement, income tax, insurance, estate planning, business planning and employee benefits as well as money management and investment strategies.
While well qualified to offer investment products, life, health, and disability insurance, and company sponsored retirement plans, the Firm's focus is not on a particular financial product, but rather a series of unique strategies and processes that our clients can use to meet their objectives in both today's world and in the future.
Representative and is securities licensed with the Financial Industry Regulatory Authority (FINRA), as well as holding various Insurance Licenses, which allow complete product versatility for his clients. Rick currently resides in Lyme, Connecticut with his wife Carolyn and their three children, Sarah, Marissa, and Michael.
Securities offered through The O.N. Equity Sales Company (ONESCO), Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 (513) 794-6794
Investment Advisory Services offered through O.N. Investment Management Company (ONIMCO)
Boccaccio & Associates is independent of ONESCO and ONIMCO.
Licensed to offer securities, insurance and annuity products in Connecticut, Massachusetts, Vermont, New York, and Florida.
Rick Boccaccio began his insurance and financial planning practice in 1984. A firm believer in continuing education, Rick obtained his Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) designations. He is also an Investment Advisor