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R.W. Roge & Company, Inc.

Founded in 1986 as a financial planning and retirement planning business, R. W. Rogé & Company is a fee-only wealth management firm, which means we do not have a financial relationship with anyone except our clients. Our services are provided in the best interests of our clients, so you can always expect unbiased advice on planning your future, whether you have already accumulated significant wealth or are just starting the long and challenging process of building up your assets for the future.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Steven Roge, AIF®, CFP®, CMFC, MBA
NAPFA-Registered Financial Advisor
📖Multiple Locations
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

900 Cummings Center. Ste. 321-T Beverly, MA 01915 Phone: (631) 218-0077

Primary Office

900 Cummings Center. Ste. 321-T Beverly, MA 01915 Phone: (631) 218-0077

Other Offices

1 Corporate Dr Ste 101 Bohemia, NY 11716-2663 Phone: (631) 218-0077 Ext: 210
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