401k Service Associate
(T) 781-876-4166
arocco@bolotinfinancialgroup.com
Anthony Rocco joined Bolotin Financial Group in January 2022 and serves as the primary contact for our retirement/defined benefit clients. Tony coordinates with business owners, recordkeepers, and Third-Party Administrators to support our advisors in developing plan design, conducting fee analyses, providing plan administration, performing investment changes and conducting annual Plan review meetings as part of the fiduciary process.
Tony firmly believes that retirement plans are of benefit to both employer and employees and works with both conducting educational meetings to help ensure participants fully understand the plan and its benefits.
Tony received his BS in Environmental Economics from the University of New Hampshire and serves as the Chapter Advisor of the Sigma Chi Fraternity helping young men transition into the workforce. In his free time, Tony enjoys exercising and yoga classes to maintain a healthy work/life balance. During the summer, he likes to spend time outdoors hiking, fishing, and traveling with friends.
