Today marks 34 years in business for R.W. Rogé & Company, Inc. A heartfelt “Thank You” to our dedicated employees, and all of our wonderful clients, some of whom have been with us since 1986. We are honored to be a part of you and your families lives, and look forward to helping you Plan,...Read More
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...Read More
By Kelley Muhsemann Communications and Marketing Manager During the best of times, being “let go” or “laid off” can wreak havoc on your finances. But during a period when so much in life is uncertain, a job loss can feel catastrophic. In addition to financial concerns, you might feel a lack of purpose, or develop...Read More
Welcome to the spring edition of “Office Happenings.” We use this column to educate, introduce people, technology, and operating systems we use, or, plan to use, to provide our clients with outstanding services. We will also keep you up-to-date and share with you the things we discover that we believe are useful, educational, funny, and...Read More
A friend and financial advisor journalist, Bob Veres, sent out a letter to his subscribers of “Inside Information” this week, wondering why previous flu epidemics in the U.S. did not require the draconian measures we are taking today to deal with the COVID-19 virus situation. Here are the recent flu epidemics Bob wrote about: “Truth...Read More
By Michelle Herbst Director of First Impressions It is that time of year again when people make New Year’s resolutions. Many people focus on changing their eating habits, starting an exercise routine or adding more physical activity to their lives, right any wrongs, or to live a kinder more caring life. However, how many people...Read More
We are pleased to announce that Mrs. Christine M. Parisi, CFP® is rejoining our firm on May 29, 2018, as a Senior Wealth Advisor. Christine was a valued member of the R.W. Rogé & Company team from 2002 to 2008. In 2008 she left full-time employment to care for her growing family. Christine earned her...Read More
