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Jose Vivero Email
Senior Relationship Manager . MONECO Advisors
Fairfield, CT
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$10MAbout
When we founded MONECO in 1980, the financial services industry was filled with stockbrokers taking orders and chasing hot stocks. Transactions ruled, and clients’ best interests were often lost in the shuffle. We have always believed that people deserve more from their advisors. So, we built our firm to provide what was then a truly client centric concept: In-depth financial planning that puts each client’s needs, priorities and goals at the center of our relationships. Today, our team works collaboratively to address the complete financial lives of our clients— from answering simple questions to solving the most complex wealth management challenges. We’ve spent decades refining our client-driven approach and commitment to providing objective, unbiased support. We strive to use our diverse experience, resources and our deep understanding to help give you confidence, knowing your financial future is in good hands. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment Advice offered through Moneco Advisors, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I we are registered to do business, please visit www.monecoadvisors.comMONECO Advisors Address
2150 Post RdFairfield, CT