Lattanzi, Rocco T, AGT

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Rocco understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and center. Together, you can gain a holistic understanding of your investments and develop or review a goals-based plan that is tailored to your situation. Using customized tools, Rocco can help analyze your investments and prioritize your needs, wants, and aspirations.