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 distributions. This esteemed group offers unparalleled training and resources, allowing Steven to stay at the forefront of industry knowledge and better serve our valued clients.

As a member, Steven will have the privilege of continuous training alongside Ed Slott and his team of IRA specialists, ensuring that he is equipped with the latest tools and strategies to provide exceptional service and guidance.

Steven is truly honored to be a part of this distinguished group, and looks forward to leveraging this opportunity to enhance the quality and value of the services we offer to our family of clients.

Click here to learn more about Ed Slott’s Elite IRA Advisor Group. 

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. We help clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, click here.

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