Rocco Berardi

Financial Services Representative

My goal is to help you make informed decisions about issues that affect your financial well being so you can be prepared for the unexpected in life.

Whether it's achieving financial freedom or planning for your children and granchildrens education, Lee, Nolan & Koroghlian, LLC offers a wide range of products that can help you prepare for these goals.  I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular product or service.

  I look forward to hearing from you.


Rocco

 

 

View our Customer Relation Summary with this hyperlink:

https://www.massmutual.com/efiles/mmlisi/pdfs/mi1327.pdf

 

 

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

More Calculators →

Newsletters

  • A Mortgage Recast Is an Alternative to Refinancing

    This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.

More NewsLetters →

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.  Supervisory office address:  250 Pehle Avenue, Suite 405, Saddle Brook, NJ  07663, 973-237-0100   CRN202511-3337905

Online Privacy Policy | Legal Notices