49
Growth Score in past quarter
pts
Heat Score 49 in past quarter
-42 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1840000
Verucchi & Associates provides financial planning, investment management, retirement and insurance guidance.
About the Company
Verucchi & Associates provides financial planning and investment advisory services for individuals, families, and business owners. Offerings include portfolio management, retirement planning, tax-aware strategies, estate planning coordination, insurance analysis, and education funding guidance. The firm also supports business needs such as
401(k) plan consulting, succession planning, and cash flow planning. Clients receive goal-based plans, periodic reviews, and digital account access supported by custodial and technology partners. Service delivery includes risk profiling, plan design, implementation support, and ongoing monitoring.