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!
We are humbled that so many of our clients have been with us for nearly all 37 years. We have danced at your weddings, seen photos of countless adorable grandchildren, and held your hand through some of life’s toughest moments.
To our newer clients that have just joined us, we welcome you to our family of clients, and look forward to helping you achieve your unique goals.
On behalf of our entire team, we send you a heartfelt “Thank You” for the trust and confidence you have placed in us to help you Plan, Achieve, and Live® the life you desire.
Cheers to another successful and amazing 37 years ahead!
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. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary, since 1986. We help clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, click here.