Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning
Andrew M. Rocco, CLU®, ChFC®, joined Baystate Financial Services in 1989 after receiving his bachelor’s in economics from Boston University. His goal as a financial advisor is to build long-term relationships that help his clients reduce taxes, work toward their retirement objectives and attain financial confidence.
Rocco offers a wide variety of products and services to his clients. He listens to them and thinks objectively in terms of how to best meet their specific needs. Due to Rocco’s work ethic, follow-through and commitment to his clients, he has become a well-respected financial advisor within his community. For more than 30 years, Rocco has received multiple industry awards annually recognizing his achievement as a successful financial advisor. Rocco resides in Exeter, New Hampshire, with his wife, Danielle and their six children. They enjoy outdoor activities and sports.
Jamie began working with Rocco in 2000. As Rocco’s office manager and personal assistant, her responsibilities are client relations and making sure the office runs in an efficient and professional manner. Jamie received her Bachelor of Science degree in business studies from Southern New Hampshire University in 2007 and is currently pursuing a certificate in financial planning. Prior to joining Rocco, she worked as a cosmetologist, where she built lasting relationships that have now come to be part of Rocco’s clientele. Jamie grew up in Kingston, New Hampshire, and currently lives in Exeter, N.H.
Boston University (1985-1989)
Baystate Charitable Foundation
149 Water St.
Exeter, NH 03833