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RW Roge

Exciting Announcement!

We are thrilled to share that our Chief Investment Officer and CEO, Steven Rogé, has officially become a member of the prestigious Ed Slott Master Elite IRA Advisor Group! Being a part of Ed Slott’s Master Elite IRA Advisor Group means joining the ranks of the nation’s foremost experts in IRAs, tax planning, and retirement...
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Happy Holidays from R.W. Rogé & Company, Inc.

  On behalf of our entire team, we wish you and your loved ones a happy and healthy Holiday season! R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, Beverly, Massachusetts, and Naples, Florida office locations....
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How Life Changes Affect Your Financial Planning Needs

By Kelley Muhsemann Marketing Manager As you navigate through the different phases of life, your financial needs and priorities undergo significant transformations. From adolescence to retirement, each stage presents unique challenges and opportunities. One of the keys to financial stability and success lies in recognizing and adapting to these changing circumstances. As a fee-only financial...
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In Loving Memory of Ronald W. Rogé

To Our Valued Clients, It is with profound sadness and a heavy heart that we share the news of the passing of our beloved founder and CEO, Ronald W. Rogé. After a long and courageous battle with cancer, Ron peacefully departed from this world on October 10, 2023. His loss leaves a void that can...
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R.W. Rogé Nominated for Best Financial Advisor Long Island 2024

Last year, after more than 1 million votes cast, R.W. Rogé & Company, Inc. was named “Best Financial Advisor on Long Island” by Bethpage Federal Credit Union. We are thrilled to announce that we have been nominated once again! You’ll find our company name within the “Services” section, under the category “Best Financial Advisor.” You...
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The Six Biggest Mistakes Investors Make – and How to Fix Them

By Kelley Muhsemann Marketing Manager Investing can be a rewarding journey, offering the potential for financial growth and security. However, it’s important to navigate this path with caution and avoid the common pitfalls that can lead to financial setbacks. Let’s explore six of the biggest financial mistakes investors make and provide insights on how to...
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RWR celebrates 37 years in business

R.W. Rogé & Company, Inc. Celebrates 37 Years in Business

To help celebrate 37 years in business, we have created a fun and interactive, “How Well Do You Know R.W. Rogé” quiz. You may learn a thing or two about our company or our team members that you didn’t know before. Click here to take our two-minute quiz, and let us know how you do!...
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We Won! Best Financial Advisor on Long Island

After more than 1 million votes cast, the results are in and we are thrilled to announce that R.W. Rogé & Company, Inc. has been named Best Financial Advisor on Long Island by Bethpage Best of L.I.! Thank you to all who voted for us! It is truly an honor to be a part of...
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This Month May Be the Time to Buy an I Bond

Chairman & CEO Ronald W. Rogé was recently quoted in an article titled “This month may be the time to buy an I bond” written by Yahoo Money Senior Columnist, Kerry Hannon. The article discusses the Treasury Department’s inflation-protected I bonds, ways in which you can and can’t purchase them, their limitations, and who they...
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