41 OBTUSE RD NORTH

BROOKFIELD, CT 06804

P: 203-740-0260

F: 203-740-0262

 

DOW JONES INDUSTRIAL AVERAGE 1920-PRESENT

 

CERTIFICATIONS

 
 

An Independent Financial / Investment Services Firm

Who we are:  Jon LaRoche LLC is an Investment Advisor Representative serving the residents of several Eastern Seaboard states.  Our business is based upon client service.  With minor exceptions - such as very small education savings accounts for instance - we do not charge commissions and do not represent any particular line of financial products.

How we work:  We are a fee based service.  For our investment clients we charge a small percentage of the assets we manage (which includes comprehensive financial planning).  Consulting fees are based on an hourly rate.  

What we do for families:  We provide College Planning, Retirement Planning, Financial Planning, Investment Planning, and Estate Planning services. As part of the Financial Planning process we may also recommend and offer Life Insurance and Long Term Care products. We also offer individual retirement plans such as IRAs and Roth IRAs.

What we provide for businesses:  We offer individual and group retirement plans including SEP, Simple, 401k, and 403b plans.  We also offer contract consulting services for pension plans and mutual funds.