We are pleased to announce that R. W. Rogé & Company, Inc. has been named one of the Investor.com 2020 Top Advisory Firms in both New York and Massachusetts. We are one of only 114 firms in the entire state of New York, and one of only 100 firms in the state of Massachusetts to make the list. In addition, we received the highest star rating possible, with five-out-of-five stars.
Investor.com is a consumer advocacy project with the mission of serving Americans as a trusted resource for researching and comparing financial advisors. The project analyzes 28 million data points from 690,000 financial professionals and 16,000 firms across the country on a monthly basis to help Americans find a firm and advisor they can trust.
We are honored to be recognized for our transparency and fiduciary duty by Investor.com, and are proud of our commitment to the five fiduciary principles. Our firm understands that managing wealth is a dynamic, ongoing, and very personal experience. We encourage investors to learn how financial advisors are paid, and to acknowledge that working with a fee-only fiduciary means putting their best interests first. The result is a trusting, collaborative relationship with our clients that we value above all else.
Investor.com’s Trust Algorithm combines both publicly accessible data from the Securities Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) as well as proprietary information such as the security of a firm’s Web site.
To learn more about investor.com visit their Web site here.
R.W. Rogé & Company, Inc. helps clients plan, achieve, and live the life they want. To learn more about how we do this, click here. To discuss your financial future with a knowledgeable Senior Wealth Advisor, contact us at 631.218.0077 or at firstname.lastname@example.org for a complimentary consultation.