R.W. Roge & Co Inc is an independent, fee-only financial planning and investment management firm that has been serving clients since 1986. With office locations in Long Island, New York, Beverly, Massachusetts, and Naples, Florida, they provide comprehensive financial planning and retirement planning strategies tailored to each client's unique needs. Their team of professional Certified Financial Planners (CFP) is committed to acting in the best interest of their clients, offering expertise and experience to help clients plan, achieve, and live the life they want.
With a client-first culture and a fiduciary commitment, R.W. Roge & Co Inc has built a strong reputation over the past three decades. Their proven Plan, Achieve, Live process not only helps clients achieve their financial goals but also provides valuable assistance and peace of mind during life's challenges. Clients have praised their work ethic, professionalism, and compassion, highlighting the firm's dedication to their financial well-being.
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