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Steven Roge (AIF®, CFP®, CMFC, MBA)

Steven Roge focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Entrepreneurs

NAPFA Start Date

January 19, 2022

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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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Visit Website Download vCard
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
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Other Offices

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