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!...Read More
After more than 1 million votes cast, the results are in and we are thrilled to announce that R.W. Rogé & Company, Inc. has been named Best Financial Advisor on Long Island by Bethpage Best of L.I.! Thank you to all who voted for us! It is truly an honor to be a part of...Read More
Chairman & CEO Ronald W. Rogé was recently quoted in an article titled “This month may be the time to buy an I bond” written by Yahoo Money Senior Columnist, Kerry Hannon. The article discusses the Treasury Department’s inflation-protected I bonds, ways in which you can and can’t purchase them, their limitations, and who...Read More
R.W. Rogé & Company, Inc. Managing Director, Rosanne Rogé, CSATM, RFGSM, CFP®, was recently featured in an article titled “Merrill, Other Advisors Embrace Financial Gerontology Training.” The article was featured in Financial Advisor Magazine and addresses the importance of more financial firms embracing financial gerontology. To view the full article and learn more about financial...Read More
R.W. Rogé & Company, Inc. Managing Director, Rosanne Rogé, CSATM, RFGSM, CFP®, was recently featured in an article titled “Waiting to talk finance with an aging parent in cognitive decline is a mistake, experts say.” The article was featured on CNBC and discusses the importance of addressing parents aging needs early on. To view the...Read More
We are excited to announce that R.W. Rogé & Company, Inc. has launched the “R W Rogé Mobile,” interactive app, available for both Apple and Android devices. The app allows Rogé clients to securely review and monitor their account, view quarterly reports, statements, and transactions, and submit and review documents, right in the palm of...Read More
We are thrilled to announce that after years of attending classes, studying, hard work, and dedication, our Wealth Advisor, Philip Brucato, has obtained the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. CERTIFIED FINANCIAL PLANNER™ (CFP®) is a formal certification granted in recognition of expertise in the areas of financial, estate, and retirement planning, investing and portfolio...Read More
On behalf of our entire team, we wish you and your family a happy, healthy, and safe Holiday season! R.W. Rogé & Company, Inc. is a fee-only financial planning and wealth management firm serving clients locally and virtually across the country, with Long Island, New York and Ipswich, Massachusetts office locations. The company was founded...Read More
R.W. Rogé & Company, Inc. Chairman and CEO, Ronald W. Rogé, was recently a guest speaker on “45 Forward with Ron Roel,” a show on the Voice America Talk Radio Network. The show aims to provide listeners age 45 and over with strategies to shift the traditional waiting-for-retirement model to a journey of compelling life...Read More
