FRANKLIN, MOCCIA, REED, RACUSIN & ASSOCIATES

Our experience in comprehensive and personalized financial advice, including estate planning and asset management strategies, helps LGBT couples make critical decisions. Together, using our exclusive Confident Retirement® approach, we navigate complex issues such as second-parent adoption, weighing the tax implications of marriage, and making the most of workplace benefits and Social Security. We strive to help all our clients gain the financial confidence they need to pursue their passions and live life on their terms — today and in the future.


Advisors

Alexander Warren Franklin

Alexander Warren Franklin

Financial Advisor

Associate Vice President
Visit Alexander Warren Franklin's website
Thomas Moccia

Thomas Moccia

Financial Advisor

Associate Vice President
Visit Thomas Moccia's website
David Racusin

David Racusin

Financial Advisor

Associate Vice President
Visit David Racusin's website
Kyle Reed

Kyle Reed

CRPC®

Financial Advisor

Associate Vice President
Visit Kyle Reed's website

Team

Teresa Serrano

Teresa Serrano

Client Service Coordinator

Yuri Pena

Yuri Pena

Client Service Coordinator