With over 35 years in business as both a Fiduciary and a “Fee-Only” advisor, we always work in the best interest of our clients, and offer complete transparency of fees. We have no financial relationship with anyone except our clients. Through our comprehensive financial planning and portfolio management we help clients plan for the predictable, but also prepare them for life's unpredictable moments.
View Top Employees from R.W. Rogé & Company| Website | http://www.rwroge.com |
| Revenue | $5.3 million |
| Employees | 11 (6 on RocketReach) |
| Founded | 1986 |
| Address | 1 Corporate Drive Suite 101, Bohemia, New York 11716, US |
| Phone | (631) 218-0077 |
| Fax | (631) 218-0147 |
| Technologies |
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| Industry | Financial Services, Finance General, Wealth Management Services, Finance, Certified Financial Planning Advisors, Retirement Planning, Investment Advice, Portfolio Management, Estate Planning, Fee-Only Services, Fiduciary |
| Web Rank | 17 Million |
| Keywords | How Interest Rates Affect Hedging, How To Financial Plan As An Entrepreneur, Withdrawal From Non Retirement Investment Account |
| Competitors | CI RegentAtlantic Private Wealth, HFG Wealth Management, Rodgers & Associates, Summit Wealth Partners, LLC, The Welch Group |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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R.W. Rogé & Company Questions
The R.W. Rogé & Company annual revenue was $5.3 million in 2024.
Susan Rogé is the Chief Compliance Officer of R.W. Rogé & Company.
6 people are employed at R.W. Rogé & Company.
R.W. Rogé & Company is based in Bohemia, New York.
The NAICS codes for R.W. Rogé & Company are [52393, 52, 5239, 523].
The SIC codes for R.W. Rogé & Company are [628, 62].
Top R.W. Rogé & Company Employees
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55+
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14
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ViewPhilip Brucato
Financial Paraplanner Qualified Professional at R.W. Rogé & Company
New York, New York, United States4 -
ViewKelley Caponigro
Communications and Marketing Specialist at R.W. Rogé & Company
New York, New York, United States21
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