Our Fiduciary Promise | Fee-Only Certified Financial Planners

Our Fiduciary Promise

Long Island Fee Only Financial Planner

R. W. Rogé & Company believes in placing your best interests first.

Therefore, we are proud to commit to the following five fiduciary principles:

  1. We will always put our clients’ best interests first.
  2. We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  3. We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.
  4. We will avoid all conflicts of interest.
  5. We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.

For more information or to discuss your wealth management with a Senior Wealth Advisor, please contact us by calling 631.218.0077 or send us an e-mail at info@rwroge.com.

You can also send us a message by clicking here.

Sincerely Ron

Like Us on Facebook